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Level 2
posted Feb 26, 2021 7:58:10 AM

Should I include my 27 yr daughter's Social Security Disability in Gross Income>$4300 on Dependent worksheet?

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8 Replies
Expert Alumni
Feb 26, 2021 8:15:04 AM

No, Social disability benefits does not count as Gross income for a dependent.

Level 15
Feb 26, 2021 8:16:29 AM

What are you trying to do?   Are you trying to claim your daughter as a dependent?   If so, the SS does not count toward the $4300 of income amount.   

 

 

WHO CAN I CLAIM AS A DEPENDENT?

 

You can claim a child, relative, friend, fiance (etc.) as a dependent on your 2019 taxes as long as they meet the following requirements:

Qualifying child

•They are related to you.

•They cannot be claimed as a dependent by someone else.

•They are a U.S. citizen, resident alien, national, or a Canadian or   Mexican resident.

•They are not filing a joint return with their spouse.

•They are under the age of 19 (or 24 for full-time students).

    • No age limit for permanently and totally disabled children

        They live with you for more than half the year (exceptions apply).

Qualifying relative

•They don't have to be related to you (despite the name).

•They cannot be claimed as a dependent by someone else.

•They are a U.S. citizen, resident alien, national, or a Canadian or Mexican resident.

•They are not filing a joint return with their spouse.

They lived with you the entire year.

•They made less than $4300 

(not counting Social Security)

•You provided more than half of their financial support. More info

When you add someone as a dependent, we'll ask a series of questions to make sure you can claim them.

Related Information:

Does a dependent have to live with me?

What does "financially support another person" mean?

Can I claim a newborn baby?

Level 2
Feb 26, 2021 8:27:19 AM

Yes I am claiming her as a dependent, but if I check YES to Gross earnings more than $4300, the Child Tax Credit is removed.  If we are eligible for the Child Tax Credit, I would like to get it, but if we are NOT eligible for it, I want to follow the 'rules'.  My daughter has major health issues, and she is not able to work.  She does receive a little more than $900 a month in SS Disability benefits.

 

Level 15
Feb 26, 2021 8:29:12 AM

As stated twice above do not include her SS or SSDI.

Level 15
Feb 26, 2021 8:31:12 AM


@DebbieOtt wrote:

Yes I am claiming her as a dependent, but if I check YES to Gross earnings more than $4300, the Child Tax Credit is removed.  If we are eligible for the Child Tax Credit, I would like to get it, but if we are NOT eligible for it, I want to follow the 'rules'.  My daughter has major health issues, and she is not able to work.  She does receive a little more than $900 a month in SS Disability benefits.

 


Additionally, you cannot get the Child Tax Credit for your daughter since she is older than 16.  You would only be eligible for the Other Dependent tax credit of $500 if claiming her as your dependent.

Level 15
Feb 26, 2021 8:34:11 AM

You cannot get the child tax credit.   The CTC is only for children under the age of 17 with NO exceptions.   If you are claiming her as a qualifying relative you get the $500 credit for other dependents.

 

CREDIT FOR OTHER DEPENDENTS

https://ttlc.intuit.com/questions/4499708-what-is-the-500-credit-for-other-dependents-family-tax-credit

Level 2
Feb 26, 2021 2:50:11 PM

I was referring to the $500, but I believe that also falls under the CTC title. Thank you.

Level 15
Feb 26, 2021 3:32:33 PM

It is called the credit for other dependents and it is not subject to the age limitation of the child tax credit.   The child tax credit is only for children under the age of 17; the credit for other dependents can be used for a "qualified relative" dependent of any age.