Hal_Al
Level 15

Education

Q. What happen if I check None of the above instead of someone else can claim him on their tax return and no one will claim him. Is this allowed?

A. No. That's simply not true.  He can be claimed as a dependent.  But, you can choose not to claim him, to allow him to claim the non refundable education credit.  You will  probably lose the $500 Other Dependent credit, so you're probably only gonna break even,  by doing so.  The credit for “other dependents” phases out if you earn more than $400,000 and are married and filing jointly or more than $200,000 for all other taxpayers.

 

Q. Under the question, Did he pay for more than half of his living expenses, Do I choose No, so it doesn't show up as Dependent on my tax return.  

A. No.  Simply saying earlier that he won't be claimed takes care of that.  He MUST indicate on his return that he CAN be claimed.