MargaretL
Expert Alumni

Get your taxes done using TurboTax

Unfortunately, you are not able to claim your mom as a dependent.  If she received W-2 or 1099-R (that is the form reporting the pension...) and the total amount is more than $4050, no matter how small the difference is, she has gone over that threshold limit and does not qualify as a dependent.  
The pension may not be taxable in your state but it is taxable on a federal return. 

View solution in original post