What are all the IRS credits or grants can I claim in TurboTax now that I have an SSA DISABILITY decision - "Fully Successful" from the judge ?

[jfm63n7]

Social Security Administration form HA-L76 (07-2023) Notice of Decision

[DoninGA]

There are no deductions or credits you can claim on a federal tax return just because you can now receive Social Security Disability payments.

[jfm63n7]

I forgot to mention ... for me as the parent of a Disabled adult child that has been living in my home (all expenses paid) for the past 3 years. I think you have definitely overlooked at least one or two that I am aware of. In this blog I hope we can cover them all.

[DoninGA]

Since the disability is for an adult child you can claim the them as a dependent under the Qualifying Child rules if they meet all the requirements.

To be a Qualifying Child -

1. The child must be your son, daughter, stepchild, foster child, brother, sister, half brother, half sister, stepbrother, stepsister, or a descendant of any of them.
2. The child must be (a) under age 19 at the end of the year, (b) under age 24 at the end of the year and a full-time student or (c) any age and permanently and totally disabled.
3. The child must have lived with you for more than half of the year. Temporary absences while away at college are considered living with you.
4. The child must not have provided more than half of his or her own support for the year.
5. If the child meets the rules to be a qualifying child of more than one person, you must be the person entitled to claim the child as a qualifying child.
6. The child must be a U.S. citizen or U.S., Canada or Mexico resident for some portion of the year.
7. The child must be younger than you unless disabled.

You also would be able to be eligible for the Child and Dependent Care credit if you paid for care so you could work.

Which credits or deductions are you referring to?

[jfm63n7]

DoninGA, are you saying this is the ONLY qualification statement to ALL deduction, grants, and credits ?

As per line #2 - we are hoping and praying it does not come to "Permanently and Totally" as SSA reviews the case annually. Until then, i am hoping this blog can help me with the current decision. Lets focus on the available IRS deduction, grants, and credits and how to file for them in TurboTax.

[DoninGA]

Grants are not part of a tax return so you will need to pursue those through your state.

As previously stated, there are no specific tax deductions or credits for being disabled on a federal tax return.

If you believe that is incorrect then please provide a description and an IRS link for the deduction or tax credit you believe applies for being disabled.

[jfm63n7]

The first one that comes to mind is ... taken directly from Help inside TurboTax ..

What type of backup is needed to claim a now disabled adult child on my taxes?
by jonathansgibson•Updated October 24, 2023
My son, 31 has suffered a sever TBI and physicals limitations is is disabled but has not been approved for SSI yet...how can I claim him still on my taxes as he lives with us and we provide his living expenses now and care for him.
Best Answer
by Opus 17
To claim your child as a dependent, he must be unable to perform gainful work, due to a condition that is permanent or will last at least one year. (The tax definition of disabled depends on the ability to do gainful work, that is, work for wages. Many people with medical disabilities are able to work and are not disabled for tax purposes.) He must also meet the income and support tests. It is possible, for example, that a child who became disabled in the middle of the year earned too much before their injury to be claimed a dependent this year, but they might be a dependent next year.
You are not required to submit proof of disability with your tax return, but keep records for at least 3 years in case of audit. In this case, proof could be a letter from his doctor, explaining the nature of the disability and that he is unable to work, and this is expected to last more than one year or be permanent. It would also be acceptable proof if the social security administration accepts his claim, but until then a doctor's letter should be enough.
Claiming a disabled adult as a dependent will get you a $500 credit for "other dependent." It will also allow you to claim the Child and Dependent Care Credit, if the person is unable to care for themselves, and you hire someone to care for them so you can work.

The other is medical expenses.

It has been since last years, and I cant remember for sure exact details, but I recall as much as ~$5000 for providing a home to the DISABLED person. Is this state only ? If so, what are the qualifications and how do I file for it in Turboax State?

[DoninGA]

That answer just goes back to claiming the adult child as a dependent.  If they are over the age of 16 then they are not eligible for the child tax credit but are eligible for the Other Dependent credit of $500.  Any dependent on a tax return who is age 17 or older can be eligible for the Other Dependent credit, not just a disabled dependent.  This is on a federal tax return.

As for a state return, which state will you be reporting the adult child as a dependent?