Hello Carl,
I have finally heard back from the school. She was full time Jan-early April, when she withdrew. Spring semester ended in late May and there was a short summer term that started in late May and went into mid June. She was only enrolled half time. So it appears she can't be a dependent, since she wasn't full time for any part of 5 mo, only for 4 mo and the 5th month was half time. Removed her being a dependent and she is now filing on her own for 2021.
TT is still asking questions about school, however, so are these answers be right? I can't say she wasn't in school or not working on a degree bc she was, and she got a 1098T and a withdrawal from a 529 so obvious she was in school.
From Interview:
- Were you a student in 2021? Let us know if you took classes at an eligible school or university in 2021. YES, I was a student in 2021.
- Were you working on an Associates, Bachelors or Graduate degree? YES, I was working on one of these degrees.
- What was your enrollment status for 2021? AT LEAST HALF TIME
- Did you support yourself in 2021? NO, My earned income was less than half of my support.
From Personal Worksheet Part II
- Can someone claim you as a dependent? NO
- Were you a full-time student during any part of 5 mo during 2021? NO
- Did your earned income exceed one-half of your support? NO
- Was at least one of your parents alive on December 31, 2021? YES
We paid for a lot of medical for her in 2021. We have been researching if we can still take these off on our return (we itemize), even though she isn't a dependent or qualifying relative. It appears there might be a way to do it if the only reason she's not a qualifying relative is that she made too much money, but not sure if this only applies to helping your parents not your offspring? Any insights on whether this or some other provision allows us to take off the medical we paid?
I found this on an HRBlock site: Section 213 disregards the income of a “qualifying relative,” but it still takes into account whether you provided more than one-half of that person's support during the year. This was added because it is typical for elderly parents to have social security income, so Congress did not want their Social Security income to inhibit the ability of a child to claim a deduction for the medical expenses paid.
Thank you so much Carl and Hal_Al for your prior answers!
