Hi Venessa,
They did the e-filed with TurboTax as MFJ. They had less than $100 stock dividend interest income, I guess that's why TurboTax were still able to efile their tax on TurboTax. Also very low Social Security Income which is not taxable income, and lost some money on stock. That's all on their 1040, and they have no tax withholding. They are under standard deduction and no itemization.
The reason they filed tax is because they have the habit of filing, and they didn't know they shouldn't need to with such a low income after retired. They also needed a low income proof for applying Medicaid, so they went ahead and did it.
So this is the part I am confused, did they file tax only to claim a refund of taxes withheld? I don't know, because they had no taxable income, so no withheld. But if I answer No, then they are not eligible.
They did already specify on their 1040 tax form that someone will claim both of them as dependents.
I was once read someone recommending to Mail the application instead of E-filing, because IRS online system ALWAYS Reject e-file applications in similar situation. But I'm just not yet be able to get a right answer.
BTW, I did the research, I read IRS and TurboTax does not allow couple to amend from MFJ to MFS. I tried and not working.
