topic I am pretty sure TurboTax (Desktop) incorrectly determined my son's dependent status. What do I do? in Deductions & credits

I am pretty sure TurboTax (Desktop) incorrectly determined my son's dependent status. What do I do?

QRFMTOA — Sun, 09 Feb 2025 14:57:18 GMT

I am in the process of filing my 2022 return.

TurboTax (Desktop) determined my son is my dependent. However, he was born on December 10, 1998; therefore, his 24th birthday was December 10, 2022, and he was not under 24 on December 31, 2022. He is not disabled, he did not pass away in 2022, and he is a full-time student, but TurboTax did not even ask for his student status.

To ensure no errors were carried over from my 2021 return, I deleted his dependent listing and reentered all of his data as follows:

Birth Date: 12/10/1998.
Citizen Status: US citizen or legal resident.
This child is my son.
He lived with me for the whole year.
We live the whole year in the US.
He was not disabled.
He did not pass away in 2022.
He was not married as of December 31, 2022.
He did not make $4,400 or more in 2022.
Yes, I paid for more than half of his support in 2022.

And TurboTax reported…

Good news he qualify you for a tax break.
And he then lists him as a dependent on the following page.

Should I just delete him from the list of my dependents?

Thanks!

Re: I am pretty sure TurboTax (Desktop) incorrectly determined my son's dependent status. What do I do?

xmasbaby0 — Sun, 09 Feb 2025 15:03:00 GMT

The important line in all of that is that he did not make more than $4400 in 2022. Even if he was 24, if his income was below $4400, and you provided over half his support, he could be claimed as a qualifying relative and you would get the $500 credit for other dependents for him.

Re: I am pretty sure TurboTax (Desktop) incorrectly determined my son's dependent status. What do I do?

QRFMTOA — Sun, 09 Feb 2025 15:07:08 GMT

Really?

While I be able to deduct his educational and medical expenses like I did in 2021 when he was under 24?

Thanks!

Re: I am pretty sure TurboTax (Desktop) incorrectly determined my son's dependent status. What do I do?

Hal_Al — Sun, 09 Feb 2025 15:14:12 GMT

Q. While I be able to deduct his educational and medical expenses like I did in 2021 when he was under 24?

A. Yes. Whether he qualifies as a dependent, under the Qualifying Relative or Qualifying Child rules, you still get both of those tax benefits.

Q. TurboTax did not even ask for his student status?

A. That's correct. Student status is not relevant, for claiming a dependent, after reaching age 24.

Re: I am pretty sure TurboTax (Desktop) incorrectly determined my son's dependent status. What do I do?

QRFMTOA — Sun, 09 Feb 2025 15:27:58 GMT

Let's see if I understand this...

He does not meet the requirements of a Qualifying Child because he was not under 24 on December 31, 2022, but...
He does meet the requirements of a Qualifying Relative.

Is this correct?

Thanks!

Re: I am pretty sure TurboTax (Desktop) incorrectly determined my son's dependent status. What do I do?

xmasbaby0 — Sun, 09 Feb 2025 15:30:11 GMT

Correct

Re: I am pretty sure TurboTax (Desktop) incorrectly determined my son's dependent status. What do I do?

QRFMTOA — Sun, 09 Feb 2025 16:47:57 GMT

I wish I could mark this as "Best answer to follow-up question"!