topic Florida, around $3000 total in Retirement tax questions

Can my boyfriend claim me if I made less that $4000 this year but I did take out of my retirement fund, less than $200...do I have to file?

Ab5 — Wed, 05 Jun 2019 04:48:02 GMT

I'm confused because I need to know if I should also claim myself as well as my boyfriend I know that he paid for half of more than half of my expenses during the year but I did take out of my retirement fund and I want to check to see if I need to file this year or not

Did you live with BF all year?

xmasbaby0 — Wed, 05 Jun 2019 04:48:03 GMT

Did you live with BF all year?

Yes I did, my only concern is the fact that I pulled from...

Ab5 — Wed, 05 Jun 2019 04:48:05 GMT

Yes I did, my only concern is the fact that I pulled from my retirement that I will also have to file when though I had income less that $2000 for the whole year

Did you pull $200 or $2,000 from the retirement fund? So...

SweetieJean — Wed, 05 Jun 2019 04:48:06 GMT

Did you pull $200 or $2,000 from the retirement fund? So what is your total 2017 income? and which state?

Florida, around $3000 total

Ab5 — Wed, 05 Jun 2019 04:48:31 GMT

Florida, around $3000 total

For your boyfriend: IRS interview to help determine who...

xmasbaby0 — Wed, 05 Jun 2019 04:49:08 GMT

For your boyfriend: IRS interview to help determine who can be claimed:

http://www.irs.gov/uac/Who-Can-I-Claim-as-a-Dependent%3F

https://ttlc.intuit.com/questions/3113432-who-can-i-claim-as-my-dependent

If your BF claims you, then you cannot claim your own exemption. Instead you can file your own return and you have to say that you can be claimed as a dependent on someone else's tax return. You will be getting a 1099R for the money you took from your retirement fund. Go to Federal> Wages and Income>Retirement Plans and Social Security>IRA 401 k) Pension Plan Withdrawals to enter your 1099R.