Claiming a parent

keeleysearanch — Wed, 05 Jun 2019 05:19:04 GMT

2016 was the first year I supported my mother. She lives with me and pay for more than half of her living expenses. She gets social security and a small survivors pension that was my dads of $344 a month, $4128 a year. I'm told the social security is not taxable and I'm told that the pension is not taxable, although she did get a W2 from the company. I know the cut off for 2016 is $4050 to claim a parent, is this small pension that she gets, $4128, taxable so that I can't claim her. There is a $78 difference. Any thoughts or advice is appreciated.

Unfortunately, you are not able to claim your mom as a de...

MargaretL — Wed, 05 Jun 2019 05:19:05 GMT

Unfortunately, you are not able to claim your mom as a dependent. If she received W-2 or 1099-R (that is the form reporting the pension...) and the total amount is more than $4050, no matter how small the difference is, she has gone over that threshold limit and does not qualify as a dependent.
The pension may not be taxable in your state but it is taxable on a federal return.

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Claiming a parent

Unfortunately, you are not able to claim your mom as a de...