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New Member
posted Jun 4, 2019 9:48:02 PM

Can my boyfriend claim me if I made less that $4000 this year but I did take out of my retirement fund, less than $200...do I have to file?

I'm confused because I need to know if I should also claim myself as well as my boyfriend I know that he paid for half of more than half of my expenses during the year but I did take out of my retirement fund and I want to check to see if I need to file this year or not

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1 Best answer
Level 15
Jun 4, 2019 9:49:08 PM

For your boyfriend:  IRS interview to help determine who can be claimed:

http://www.irs.gov/uac/Who-Can-I-Claim-as-a-Dependent%3F

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

If your BF claims you, then you cannot claim your own exemption.  Instead you can file your own return and you have to say that you can be claimed as a dependent on someone else's tax return.  You will be getting a 1099R for the money you took from your retirement fund.  Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.

 

5 Replies
Level 15
Jun 4, 2019 9:48:03 PM

Did you live with BF all year?

New Member
Jun 4, 2019 9:48:05 PM

Yes I did, my only concern is the fact that I pulled from my retirement that I will also have to file when though I had income less that $2000 for the whole year

Level 15
Jun 4, 2019 9:48:06 PM

Did you pull $200 or $2,000 from the retirement fund? So what is your total 2017 income?  and which state?

New Member
Jun 4, 2019 9:48:31 PM

Florida, around $3000 total

Level 15
Jun 4, 2019 9:49:08 PM

For your boyfriend:  IRS interview to help determine who can be claimed:

http://www.irs.gov/uac/Who-Can-I-Claim-as-a-Dependent%3F

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

If your BF claims you, then you cannot claim your own exemption.  Instead you can file your own return and you have to say that you can be claimed as a dependent on someone else's tax return.  You will be getting a 1099R for the money you took from your retirement fund.  Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.