My son should be treated as a dependent even though he earned more that 5050. Your software is incorrect.
I've read through another users same question and you need to know that you need to fix the software.
Also, even when I lie about the earnings, it still states that I'm not head of household status when I clearly am.
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How old is your son? Is he a full time student?
If he is age 19 or older, not a full time student and has gross income of $5,050 or more then no one can claim him as a dependent.
If you do not have a dependent on your tax return you cannot have Head of Household filing status if you are Single or Married Filing Separately.
He is 20, a fulltime student, and meets all the tests to be a Qualifying Child. The test for income earned being less than 5,050 is for a Qualifying Relative! TT is wrong! income earned is not one of the tests for Qualifying Child and TT needs to fix it.
see the other conversation from another user with the same problem. Here are the IRS rules taken from their Pub 501:
Five tests must be met for a child to be your qualifying child. The five tests are:
Tests To Be a Qualifying Child | Tests To Be a Qualifying Relative |
If the child meets the rules to be a qualifying child of more than one person, generally only one person can actually treat the child as a qualifying child. See Qualifying Child of More Than One Person, later, to find out which person is the person entitled to claim the child as a qualifying child. |
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to determine if there is a software bug additional information is needed.
if the answer to each of the above is yes he should be a qualifying child. check your answers to the questions
if any of the above are answered no then since his gross income is over $5,050 you must provide over 1/2 his support for him to be a qualifying relative
if you conclude, based on the above, that he should be a dependent recheck your answers to the questions.
For example, did he live with you the entire year? If he was temporarily absent, like for school, the answer should be yes.
Head of household
1. Did you have any qualifying dependents? – if no you cannot file as HOH.
2. If yes, was the dependent claimable solely because of a multiple support agreement - if yes you cannot file as HOH, if no was the dependent legally related to the taxpayer by blood - if no you cannot file as HOH.
3. Do you qualify as a surviving spouse because your spouse died in the preceding 2 years and you maintain a home for a child whom you are able to claim as a dependent whether you do or not - you can not file as HOH but as surviving spouse.
4. Were you a nonresident alien at any time during the year - if yes you cannot file as HOH.
5. If you were not legally wed on the last day of the year, see A, if you were then 6.
6. Were you legally wed to a non-resident alien at any time in 2024, if yes see A, if not then 7.
7. If legally married, were you legally separated at the end of 2024 under a decree of separate maintenance, if yes see A, if not then 8.
8. Did you maintain separate living quarters from your spouse, if legally wed, for the last 6 months of 2024, if yes see A, if no you cannot file as HOH.
A. then was the dependent a married child of the taxpayer? if yes, will the dependent child file a joint return with their spouse? if yes you cannot file as HOH. If the dependent child was not married or if married will not file a joint return with their spouse then did the legally related dependent use the taxpayer’s household, for which the taxpayer paid at least ½ the cost, as their principal place of abode for more than ½ the year – then you can file as HOH.
If he is under the age of 24 and a full time student then you answered a question incorrectly when entering him as your dependent. The program would not ask about the gross income if he was being claimed under the Qualifying Child rules.
Go back and check your answers. Make sure that you indicate he is your child, verify his date of birth, make sure you indicated he lived in your home for the Whole year. you did NOT indicate the he provided for over one-half of his own support. That there was no one else in the home providing support. And that you did NOT check the box "not valid for employment" on the screen for entering his Social Security number.
If all of your answers are correct, then delete him as a dependent and re-enter.
I am a CPA, I entered everything correctly. I'm not the only one with this problem as I've seen on another thread in the support community on your site.
Your software is incorrect. You need to send this to the technical team to correct.
@cdcarlile wrote:
I am a CPA, I entered everything correctly. I'm not the only one with this problem as I've seen on another thread in the support community on your site.
Your software is incorrect. You need to send this to the technical team to correct.
TurboTax uses the exact same requirements for a dependent as the IRS uses in Publication 501, Dependents, Standard Deduction, and Filing Information - https://www.irs.gov/forms-pubs/about-publication-501
The requirements for a Qualifying Child or a Qualifying Relative come right from the IRS.
As has been stated, you may have made an error when answering the questions presented for the dependent. If your answers were correct then the best option is to delete the dependent and re-enter.
To be a Qualifying Child -
1. The child must be your son, daughter, stepchild, foster child, brother, sister, half brother, half sister, stepbrother, stepsister, or a descendant of any of them.
2. The child must be (a) under age 19 at the end of the year, (b) under age 24 at the end of the year and a full-time student or (c) any age and permanently and totally disabled.
3. The child must have lived with you for more than half of the year. Temporary absences while away at college are considered living with you.
4. The child must not have provided more than half of his or her own support for the year.
5. If the child meets the rules to be a qualifying child of more than one person, you must be the person entitled to claim the child as a qualifying child.
6. The child must be a U.S. citizen or U.S., Canada or Mexico resident for some portion of the year.
7. The child must be younger than you unless disabled.
To be a Qualifying Relative -
1. The person cannot be your qualifying child or the qualifying child of any other taxpayer. A child is not the qualifying child of any other taxpayer if the child's parent (or any other person for whom the child is defined as a qualifying child) is not required to file an income tax return or files an income tax return only to get a refund on income tax withheld.
2. The person either (a) must be related to you or (b) must live with you all year as a member of your household.
3. The person's gross income for the year must be less than $5,050 (social security does not count) in 2024
4. You must provide more than half of the person's total support for the year.
5. The person must be a U.S. citizen or a U.S., Canada, or Mexico resident for some part of the year.
6. The person must not file a joint return with their spouse.
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