topic My mother claimed my husband and I as dependents for 2 years 2015-16. Last year I earned $15k. I believe she can't claim us. Does she need my w2 for her taxes? in Get your taxes done using TurboTax

My mother claimed my husband and I as dependents for 2 years 2015-16. Last year I earned $15k. I believe she can't claim us. Does she need my w2 for her taxes?

cosmicblue84 — Thu, 06 Jun 2019 09:48:58 GMT

We are both 32 and live in CA. My mother claimed us as qualifying relatives in the past. She still supports us and pays for our (individual) health plans. I asked if she can still benefit by claiming us as dependents, but my accountant said no because I earned $15k and that I should file jointly with my husband. My mother says that her accountant needs my W2 for her tax return. I don't think she does because I need that to file my own tax return. Am I correct?

Even if she claimed you she doesn't need your W2 for anyt...

VolvoGirl — Thu, 06 Jun 2019 09:49:00 GMT

Even if she claimed you she doesn't need your W2 for anything.

her accountant needs to take your word for it when you te...

fanfare — Thu, 06 Jun 2019 09:49:02 GMT

her accountant needs to take your word for it when you tell your mom you made $4,050 or more.

I think the mother's accountant wants to do their return...

VolvoGirl — Thu, 06 Jun 2019 09:49:03 GMT

I think the mother's accountant wants to do their return too.

You are correct. You can't be a qualifying relative becau...

BMcCalpin — Thu, 06 Jun 2019 09:49:06 GMT

You are correct. You can't be a qualifying relative because you make too much money.

Although I don't know how much you and your spouse will owe in taxes, you should file just to try to get some withholding back.

Her accountant doesn't need your W-2, you do.

You don’t say what your spouse makes. You mother may be a...

Hal_Al — Thu, 06 Jun 2019 09:49:09 GMT

You don’t say what your spouse makes. You mother may be able to claim her as a qualifying relative dependent, but that requires you to file as Married Filing Separately. For a full discussion, see https://ttlc.intuit.com/questions/2938663-can-i-claim-my-daughter-who-got-married-on-december-19th-2015?jump_to=similar-questions

My accountant said no. My spouse can't be claimed as a de...

cosmicblue84 — Thu, 06 Jun 2019 09:49:11 GMT

My accountant said no. My spouse can't be claimed as a dependent because I earned $15k, living in CA my income is under community property (community income) so we each earned more than $4,050. Does that make sense?

Yes, the community property rule would apply

Hal_Al — Thu, 06 Jun 2019 09:49:12 GMT

Yes, the community property rule would apply