I moved from another country to the state of Pennsylvania. My son claims me and my husband as dependent on his tax returns. My husband and I had no income in 2023. I have 1099-INT for $300 and, unlike my husband, have to file PA taxes (I also plan to file federal taxes, although I don't have to). I'm filing both federal and PA taxes as married filing separately. I have to pay $9 in taxes on that interest, but TurboTax claims that I'm eligible for PA Tax Forgiveness and don't have to pay anything which I believe is wrong because my son is claiming me on his tax returns and he is not eligible for PA Tax Forgiveness meaning that I'm automatically not eligible as well. Is that correct?
My eligibility status is Married. Turbotax asks me to choose the best option that describes my situation: 1. Claiming tax forgiveness jointly. 2. Filing separate PA returns. 3. One of us is claimed on our parents, grandparents, or foster parents federal tax returns. 4. We lived apart for less than six months of 2023. I chose option 2 (File separate PA returns) although my husband doesn't file taxes in 2023 at all. There is no option there asking if someone else, besides my parents, can claim me and my husband on their tax returns. Do you think I described the situation correctly?
Once I'm finished with PA returns, Turbotax keeps asking me to recheck the entry in the eligibility questions section: 1. Are you dependent on another taxpayer's (parent, guardian, step-parent, etc.) federal tax return? I checked the box previously, so it's checked and grayed out. 2. If you answered 'Yes' above, does the taxpayer on whose return you are a dependent qualify for tax forgiveness? I didn't check that box because my son is not eligible.
In my understanding, I should not qualify for tax forgiveness, yet Turbotax claims I am. What did I do wrong? Can someone help with this?
Thank you,
Taisiya
