Skip to main content
Level 1
February 1, 2023
Solved

SSDI

  • February 1, 2023
  • 1 reply
  • 0 views

I received my SSDI  lump sum in December 2022 in the amount of 19,725.My boyfriend provided for me all year. I met all other dependent test. Could he still claim me as dependent for 2022 tax? I will be supporting myself starting 2023 with my lump sum and monthly SSDI. 

    Best answer by DoninGA

    He can claim you as a non-relative dependent in 2022 as long as you meet all the requirements under the Qualifying Relative rules.

     

    To be a Qualifying Relative -

    1. The person cannot be your qualifying child or the qualifying child of any other taxpayer. A child is not the qualifying child of any other taxpayer if the child's parent (or any other person for whom the child is defined as a qualifying child) is not required to file an income tax return or files an income tax return only to get a refund on income tax withheld.
    2. The person either (a) must be related to you or (b) must live with you all year as a member of your household.
    3. The person's gross income for the year must be less than $4,400 (social security does not count) in 2022
    4. You must provide more than half of the person's total support for the year.
    5. The person must be a U.S. citizen or a U.S., Canada, or Mexico resident for some part of the year.
    6. The person must not file a joint return with their spouse.

    1 reply

    DoninGA
    Level 15
    DoninGALevel 15Answer
    Level 15
    February 1, 2023

    He can claim you as a non-relative dependent in 2022 as long as you meet all the requirements under the Qualifying Relative rules.

     

    To be a Qualifying Relative -

    1. The person cannot be your qualifying child or the qualifying child of any other taxpayer. A child is not the qualifying child of any other taxpayer if the child's parent (or any other person for whom the child is defined as a qualifying child) is not required to file an income tax return or files an income tax return only to get a refund on income tax withheld.
    2. The person either (a) must be related to you or (b) must live with you all year as a member of your household.
    3. The person's gross income for the year must be less than $4,400 (social security does not count) in 2022
    4. You must provide more than half of the person's total support for the year.
    5. The person must be a U.S. citizen or a U.S., Canada, or Mexico resident for some part of the year.
    6. The person must not file a joint return with their spouse.