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Level 1

Solved

Changing my dependent status on my return

Forum|Forum|7 years ago
June 7, 2019
85 replies
470 views

My Mom added me as a dependent on her return (which is correct), but the IRS refused her return because of how I filed. Where do I change that on my tax information.

TurboTax Free Edition Online

Best answer by xmasbaby0

So did you file a return that said no one else could claim you as a dependent and now your parent's return is being rejected? But really you can be claimed as their dependent?

Your parents will have to prepare their return that claims you as a dependent and MAIL it to the IRS. They cannot e-file now. But they can go ahead and do that without waiting for you to amend your return.

Your part of fixing this is to file an amended return. You have to change the answer you gave in Personal Info when you were asked if you can be claimed on someone else’s tax return. Wait until your return has been fully processed and you have received your refund.

The form you will need to prepare an amended return is called a 1040X. You amend to say in Personal Info that you can be claimed as someone else's dependent. Then you print and mail your 1040X. It will then take 2-3 months for the IRS to process your amended return.

https://ttlc.intuit.com/questions/2952222-how-do-i-amend-the-2015-taxes-i-filed-with-turbotax-online

Note: It is possible that you will need to pay back some of the refund you received.

Show previous replies

moon14098

Level 2

I just did this myself changing to non-dependent. Here's where you can get to the amend form for 1040x.

First screenshot is desktop site lower right corner, second is mobile version. Hope this helps!

Edit: for federal there is no box to check it uncheck, it'll just ask the reason why and I put changing as non-dependent. When you review the form look for the paragraph lines for "reason".

Your state might have a checkbox, it depends?

Hfischer05

Level 2

Thank you!!!!!

moon14098

Level 2

You're welcome, sorry if any of that was confusing, I did it from mobile website

myjiarice1268

Level 2

I’m changing this because I’m not getting paid enough at all . & I have bills to pay . Like car notes, phone bills, light bill . & I can’t do that when my checks that I am getting back are $96

xmasbaby0

Level 15

@myjiarice1268 You have added a comment---not a question---to a thread that already has quite a few posts from other users. We do not know what you are referring to when you say you are "changing this." Changing what? What are you trying to do?

**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.**

Critter-3

Level 15

Are you trying to increase the federal/state refund by giving the IRS/state more in withholding for no reason ?

Or are you trying to get a credit or stimulus check ?

Ureal4410

Level 2

My daughter is no longer a full time student. How do I take her off my claim

xmasbaby0

Level 15

@Ureal4410 You have not provided any other details about your daughter. Are you asking how to remove a dependent from a return that you have not yet filed? If so, you can remove her in My Info before you file.

If you already filed your 2020 return and need to remove your daughter as a dependent then AFTER the return has been fully processed you can amend the return and remove her as a dependent in My Info.

IRS interview to help determine who can be claimed:

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

https://ttlc.intuit.com/questions/3113432-who-can-i-claim-as-my-dependent

Hal_Al

Level 15

In the personal info section, click on "You & Your Family". On the next screen, click EDIT next to the dependent you want to delete. On the next screen, click Delete.

A frequently asked question, in this forum, is: "Can I claim my child the year they graduate from college?" The answer is maybe.

Graduation year

If he/she was a student (under 24) for at least 5 months and lived with you for more than half the year, and did not provide more than 1/2 his own support for the whole year, you can still claim him. Be sure he knows you're claiming him, so he doesn't claim himself. He can only be claimed once. But, he can "file taxes" without claiming his own exemption.

The real question is who should be claiming him in this "transition" year to adulthood. You two have to agree on who is going to claim his exemption. Each should do their taxes both ways and see which way the family comes out best. Even then, you have to meet the rules. The rule is that a child of a taxpayer can still be a “Qualifying Child” dependent, regardless of his income, if:

he is a full time student under 24 for at least 5 calendar months of the year (graduating in May usually means you meet the 5 month rule)
he did not provide more than 1/2 his own support (scholarships are considered 3rd party support and not support provided by the student).
lived with the parent (including time away at school) for more than half the year

So, it usually hinges on "Did he provide more than 1/2 his own support in 2020.

The support value of the home you provided is the fair market rental value of the home plus utilities & other expenses divided by the number of occupants. IRS Publication 501 on page 20 has a worksheet that can be used to help with the support calculation. See: http://www.irs.gov/pub/irs-pdf/p501.pdf (page 15)

If he has already filed one way, he can file an amended return, going the other way.

confusedtaxpayer1000

Level 2

How do you amend a return to indicate you are a dependent? Instruction to "change personal information" doesn't seem to have a corresponding option on the 1040x

Derrick Whitmore

Level 2

I would like to cancel my w2 refund because I haven't received my other two w2 forms so I have made a mistake by submitting one can it be cancel so as soon when I get the other w2 I can fill them all together

xmasbaby0

Level 15

@Derrick Whitmore

Did you click that big orange button that said “Transmit my return now?” If you did that, you cannot do anything to fix it yet. You have to wait for the email that tells you if your return was accepted or rejected.

You cannot change or add anything on the return that you just e-filed, nor can you stop it. It is too late, just like when you put an envelope in a US mailbox on the corner. The IRS does not allow you to take it back.

If you left out a W-2, a 1099G, or a dependent, or a 1099 etc…DO NOT change your return while it is “pending.” The changes will go nowhere.

Now you have to wait until the IRS either rejects or accepts your return. If your return is rejected, you will be able to go into your account and make the necessary changes to your tax return and re-submit your return.

If the IRS accepts your return, however, then you have to wait longer until it has been fully processed and you have received your refund. THEN you can prepare an amended tax return and e-file or mail it in. You have to be able to work from that return exactly the way it was when it was e-filed originally. You will need to use a form called a 1040X.

Meanwhile, DO NOT go in and start changing anything on your return in the system, or you will make a mess for yourself. Sit tight and wait until you see what the IRS does with the return you just e-filed