Retirement tax questions

If her income was less than $5050--NOT counting the Social Security and if you have been paying for over half of your mother's support you may be able to claim her as a qualified relative and get the $500 credit for other dependents.  

 

IRS interview to help determine who can be claimed:

https://www.irs.gov/help/ita/who-can-i-claim-as-a-dependent

 

Qualifying relative

  • They don't have to be related to you (despite the name).
  • They aren't claimed as a dependent by someone else.
  • They're a U.S. citizen, resident alien, national, or a Canadian or Mexican resident.
  • They aren’t filing a joint return with their spouse.
  • They lived with you the entire year (exceptions apply).
  • They made less than $5050 in 2024 (not counting Social Security)
  • You provided more than half of their financial support.

 

As for whether she has to file----if SS was her only income, she is not required to file a tax return unless she has a 1095A for marketplace health insurance.

 

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

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