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r-dubbe
New Member

If I claim my elderly parent who lives with us all year, does that lower her social security and health benefits? Will it risk benefits to help her pay medical expenses?

 
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1 Reply
Vanessa A
Expert Alumni

If I claim my elderly parent who lives with us all year, does that lower her social security and health benefits? Will it risk benefits to help her pay medical expenses?

Claiming your elderly parents do not affect Social Security or Medicare.  If she has another type of health insurance, such as a state insurance, then it may, but you would have to contact the state to find out.

 

To claim someone as a Qualifying Relative, they must be:

  • Your child ( including step children, adoptive children and foster children) or a descendent of them
  • Your sibling (including half siblings) or a child of your sibling or a sibling-in-law
  • Your parent or grandparents, including step parents and in laws
  • Any other person that lived with you for the entire tax year
  • Not a qualifying child of another taxpayer
  • Someone that you provided over half of their support for during the tax year
  • Has less than $4,700 in income (not counting social security)

If she does meet the criteria to be a qualifying relative and you choose to claim her, then you would be able to claim the $500 Non-Refundable Other Dependent Credit as well as file as Head of Household.

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