If I claim my sister on my tax refund who was pregnant for most of 2017 would she be considered disabled (she was in the military and they could not let her train while pregnant

[xmasbaby0]

Did your sister have less than $4050 of income in 2017?

[jonnessah93]

Yes

[jonnessah93]

She only made $3200

[xmasbaby0 · Accepted solution]

WHO CAN I CLAIM AS A DEPENDENT?

You can claim a child, relative, friend, fiance (etc.) as a dependent on your 2017 taxes as long as they meet the following requirements:

Qualifying child

• They are related to you.

• They aren't claimed as a dependent by someone else.

• They are a U.S. citizen, resident alien, national, or a Canadian or Mexican resident.

• They aren’t filing a joint return with their spouse.

• They are under the age of 19 (or 24 for full-time students).

? No age limit for permanently and totally disabled children.

• They live with you for more than half the year (exceptions apply).

Qualifying relative

• They don't have to be related to you (despite the name).

• They aren't claimed as a dependent by someone else.

• They are a U.S. citizen, resident alien, national, or a Canadian or Mexican resident.

• They aren’t filing a joint return with their spouse.

• They lived with you the entire year.

• They made less than $4,050 in 2017.

• You provided more than half of their financial support. More info

When you add someone as a dependent, we'll ask a series of questions to make sure you can claim them.

Related Information:

• Does a dependent have to live with me?

• What does "financially support another person" mean?

• Can I claim a newborn baby?

[xmasbaby0]

Also:

Am I Head of Household?

https://ttlc.intuit.com/questions/1894553-do-i-qualify-for-head-of-household

https://ttlc.intuit.com/questions/2900097-what-is-a-qualifying-person-for-head-of-household

If you qualify as Head of Household, when you enter your filing status (single or married filing separately) into Personal Info, and then enter your qualifying dependent, TurboTax will offer HOH as your filing status.

[xmasbaby0]

There is nothing additional for you to gain by saying your sister was disabled, if that is what you hoped.

IRS interview to help determine who can be claimed:

https://www.irs.gov/help/ita/who-can-i-claim-as-a-dependent

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

[jonnessah93]

No that is not what i had hoped. But she was put off from duty until she had the baby. She couldn't work so I did not know what to claim her as since I provided full financial support

[xmasbaby0]

You should be able to claim her as a qualified relative if you provided over half her support for 2017.  You will get the personal exemption of $4050 which lowers the amount of income you are taxed on.  If she had any tax withheld, she can still file a return to seek a refund, but has to say on her return that she can be claimed as someone else's dependent.

[jonnessah93]

Thank you very much for this information. I will let her know she can still file also

[xmasbaby0]

You are welcome.  Hope mother and baby are doing fine now!

[xmasbaby0]

Question for you--when was the child born? Was the child born in 2017 or 2018?

[jonnessah93]

August 2017

[xmasbaby0]

If you claim your sister as your dependent for 2017 you can also claim the child as a dependent for 2017.  See below.