Turbo Tax Taking away my dependent ... why?

[Shaggyman27]

My son is 24 and a full time student. He did make over the 4300 dollar mark but I provide over half of his expenses (WAY over half). Over the past couple years he's made over that amount and Turbo Tax ask the "did you provide over half of his expenses" and it allowed me to add him as a dependent. This year the first question is "did he make over 4300" and when I say "yes" it automatically takes him off as a dependent!

Any ideas as to why this changed? He definitely meets the criteria of my dependent.

Thanks

[xmasbaby0]

That is the way Congress wrote the tax law.   It is not a TurboTax glitch.   If your 24 year old made over $4300 you cannot claim him as a dependent.   He is too old  (over 23) to be a qualified child and made too much to be a qualified relative.

Qualifying child

• They're related to you.
• They aren't claimed as a dependent by someone else.
• They're a U.S. citizen, resident alien, national, or a Canadian or Mexican resident.
• They aren’t filing a joint return with their spouse.
• They're under the age of 19 (or 24 for full-time students).
• No age limit for permanently and totally disabled children.
• They lived with you for more than half the year (exceptions apply).
• They didn't provide more than half of their own support for the year.

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're 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 (exceptions apply).
• They made less than $4,300 in 2021.
• You provided more than half of their financial support.

When you add someone as a dependent, we'll ask a series of questions to make sure you can claim them. There may be other tax benefits you can get when you claim a dependent.

[DoninGA]

Since his age 24 he can no longer be claimed as a dependent under the Qualifying Child rules and being a full time student is no longer applicable.  He may be claimed as a dependent under the Qualifying Relative rules.  However, one of the rules states you cannot claim them as a dependent if they have gross income of $4,300 or more.

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 $4,300 (social security does not count) in 2021
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.

[Shaggyman27]

Thanks! I went back to look again and realized that its his age!

Thanks for the reply! You are on the money.