topic Re: Depend in Deductions & credits

Depend

Xalllee1947 — Tue, 23 Feb 2021 17:42:15 GMT

My mother now lives with me and we support her. She is 94 years old and has annual SS and pension income of 28,500. Can I claim her a dependent? Does she still have to file her individual returns?

Re: Depend

SweetieJean — Tue, 23 Feb 2021 17:44:14 GMT

Is her pension more than $4,300? If so, you cannot claim her.

Re: Depend

VolvoGirl — Tue, 23 Feb 2021 17:47:01 GMT

No you can not claim her as a dependent if she has over 4,300 income. She probably has to file a return.

Do you need to file a return?

https://ttlc.intuit.com/community/filing-and-paying-taxes/help/do-i-need-to-file-a-federal-return-this-year/00/25546

Up to 85% of Social Security becomes taxable when all your other income plus 1/2 your social security, reaches:

Married Filing Jointly: $32,000

Single or head of household: $25,000

Married Filing Separately: 0

Re: Depend

Xalllee1947 — Tue, 23 Feb 2021 19:19:59 GMT

Her annual income is $28,512. gross monthly only $2,376. Does that qualify?

Re: Depend

Xalllee1947 — Tue, 23 Feb 2021 19:23:06 GMT

If 4300 is annual then yes.

Re: Depend

VolvoGirl — Tue, 23 Feb 2021 19:23:35 GMT

No. 28,512 is more than 4,300 for the year.

Re: Depend

DaveF1006 — Tue, 23 Feb 2021 19:27:00 GMT

How much of the $28,512 is pension income?