topic Re: Dependents in Get your taxes done using TurboTax

Dependents

Lissamb — Tue, 10 Mar 2026 06:20:08 GMT

I have been taking care of my adult Special Needs Nephew since the passing of my sister in 2020 and I was told to add him on my taxes as a dependent. I placed him on my taxes last year and it was ADJUSTED by the IRS lower than what I was expecting AFTER my approval from Turbo Tax. Why was it adjusted.

Re: Dependents

SoCalGal22 — Wed, 26 Oct 2022 16:31:38 GMT

Great Question @Lissamb!

It depends on the situation. Some Special Needs Adults work and either care for themselves or live in Halfway Homes. Could you provide more information on your Nephew? And your relationship with him? Does he live with you? Does he, a Trust setup for him or the combination of the 2, provide more than 50% of his expenses?

https://www.irs.gov/pub/irs-pdf/p3966.pdf

Do these help in any way? Please let me know if you are looking for more detail on any one of these.

Re: Dependents

Lissamb — Wed, 26 Oct 2022 16:46:21 GMT

My nephew is 27 years old, he does not work, he was diagnosed that he is incapable of working, he lives with me, I am his Aunt, his mother was my sister, I provide all of his expenses, no trust etc.,

Re: Dependents

Michele_H — Wed, 26 Oct 2022 16:52:48 GMT

Hi @Lissamb , did you get any kind of notice stating why your refund was adjusted? This would be helpful when determining exactly what the issue was. If you did not, you may consider getting in contact with the IRS and seeing why it was adjusted.

All the Best

Michele

Re: Dependents

SoCalGal22 — Wed, 26 Oct 2022 16:58:36 GMT

@Lissamb!

I've worked with parents of disabled adults. Usually you would want to provide proof, such as a letter from a doctor, that your nephew is permanently disabled and not capable of working. If this is the case, often there is a Disability payment from Social Security. There are additional worksheets to go through reporting how much their disability payments covers and how much you cover to provide proof that you are providing more than 50% of his expenses.

TurboTax is past the tax peak, so this is an excellent time to call into TurboTax Live and request assistance on the letter the IRS sent removing part of your credit. Pick a time you can be at a computer and talk with them privately. We're open Monday through Friday from 5:00 AM to 5:00 PM PT. Follow the steps for your product below to ensure you get the help you need from the right person. https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/turbotax-phone-number/L0Od33nMQ_US_en_US#:~:text=Follow%20the%20steps%20for%20your,to%205%3A00%20PM%20PT.

Do these help in any way? Please let me know if you are looking for more detail on any one of these.

Re: Dependents

SoCalGal22 — Wed, 26 Oct 2022 18:45:00 GMT

@Lissamb

Please let me know if you are looking for more detail on any one of these.

Or if this helped, please Say "Thanks" by clicking the thumb icon in a post

And Mark the post that answers your question by clicking on "Mark as Best Answer"

Re: Dependents

SuziM — Wed, 26 Oct 2022 19:01:55 GMT

Thanks for your participation in our Ask the Expert event regarding "How does the Child Tax Credit and Dependent Care Credit impact this year's tax return for you?"! We’d love to get your input on the event and your TurboTax experience: Click here to leave a video testimonial.

Re: Dependents

Jenny_91923 — Wed, 26 Oct 2022 20:03:16 GMT

Call the IRS they have made many mistakes to a lot of people returns including mine. My return was adjusted due to IRS personnel not looking at the additional worksheet. They have a long hold time and sometimes you are not able to get through. I suggest calling 7am EST or around 2pm EST. I have received majority of what they owe me just waiting on my last check now.