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My daughter and son-in-law, both in their mid 30s, rent an apartment. About June 2024 he had a brain/spinal medical emergency that's left him completely blind in one eye and 90% blind in the other due to optic nerve damage. He can avoid walking into walls but not much else. He had to quit his job and his wife (my daughter) quit hers to begin care for him. They applied for and received SNAP (food stamps) assistance. They also applied for Social Security Disability Benefits in August but are still waiting approval or denial. My wife and I have been using our retirement savings to pay their rent, utilities, auto expenses (insurance, gas and repairs), some medical expenses and household needs that SNAP (food stamps) doesn't cover. My wife and I have given nearly $19,000 in the last 6 months to keep them in their apartment with their kitties. Our retirement savings will be depleted in about 6 months then well be totally dependent on our Social Security. A friend suggested I may be about to claim them as dependents. During the first 5 months of 2024 I believe his income exceeded the $5,050 max income allowed to claim them as dependents. Is that $5,050 per dependent and $10,100 for both? Are there any other deductions or any other way to minimize the financial impact this is having on my wife and I?
Thank you in advance for your time.
Mike and Sharon
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Yes, this would be $5050 per dependent. Also, to claim as a dependent child, your daughter would need to live with you for at least 1/2 year to qualify to be your dependent, as a disabled adult.
To qualify as a qualifying relative In addition to the $5050 income stipulation, your son-in-law would need to be a member of your household for the entire year to qualify to be your dependent. Your child is an exception. If she is a qualifying relative instead of a child, she does not need to be a member of your household to qualify as a dependent at any time during the year..
If for any reason you decide to claim your daughter as a dependent, they would need to report on their joint return that your daughter is a dependent of someone else. You may wish to talk to your daughter and her spouse to see if this is something they are willing to do since it would impact their tax return.
If you claim your daughter as a disabled adult, you must have any documentation from a doctor or health care provider certifying the disability.
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