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aisha2391
New Member

Can I claim my fiance as a dependent?

He worked for 1 month. We have lived together all year, and I pay the expenses.

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Accepted Solutions

Can I claim my fiance as a dependent?

You may be able to claim him if he had less than $4050 income for the entire year. Here are the requirements to claim him as a qualifying relative dependent as a relative or non 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  taxable income for the year must be less than $4,050 in 2016.

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, U.S. resident alien, U.S. national, or a resident of Canada or Mexico.

If he meets these requirements to be claimed by you and files a tax return to get a refund of federal taxes withheld, he must indicate on his return that he can be claimed by someone else. He would not be required to file a tax return with less than $4050 of W-2 income. If he had more than $400 of 1099-MISC income or income with no forms reporting it, he must file a tax return to pay self employment tax. 


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8 Replies

Can I claim my fiance as a dependent?

Did he receive any unemployment comp or other income in 2016?
vinpatmor
New Member

Can I claim my fiance as a dependent?

yes 1099-R

Can I claim my fiance as a dependent?

This is a two year old thread.  Please post your own new question in your own thread so we can understand what you are really asking.
**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

Can I claim my fiance as a dependent?

You may be able to claim him if he had less than $4050 income for the entire year. Here are the requirements to claim him as a qualifying relative dependent as a relative or non 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  taxable income for the year must be less than $4,050 in 2016.

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, U.S. resident alien, U.S. national, or a resident of Canada or Mexico.

If he meets these requirements to be claimed by you and files a tax return to get a refund of federal taxes withheld, he must indicate on his return that he can be claimed by someone else. He would not be required to file a tax return with less than $4050 of W-2 income. If he had more than $400 of 1099-MISC income or income with no forms reporting it, he must file a tax return to pay self employment tax. 


Can I claim my fiance as a dependent?

This does not answer the question: why when my disabled fiance lived with me and I paid for all medical and living expenses and she could not work at all can she be claimed as a dependent and if so how?  Because when I am on any site it only gives relatives not partners who are disabled

Can I claim my fiance as a dependent?

@susiemoorelmt You are posting to a pretty old thread.   If your fiance LIVED with you for the whole year and had less than $4300 of income--not counting Social Security-----then fiance can be claimed as a "qualifying relative" dependent even though not actually related to you.   You would then get the $500 credit for other dependents for claiming your fiance.   It has nothing to do with his/her being disabled.   It is about living with you all year and the income received, and whether YOU paid over half of their support.

 

 

WHO CAN I CLAIM AS A DEPENDENT?

 

You can claim a child, relative, friend, or fiancé (etc.) as a dependent on your 2021 taxes as long as they meet the following requirements:

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.  (not counting Social Security)
  • 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.

Related Information:

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
Hal_Al
Level 15

Can I claim my fiance as a dependent?

There are two types of dependents, "Qualifying Children"(QC) and Other ("Qualifying Relative" in IRS parlance even though they don't have to actually be related). There is no income limit for a QC but there is an age limit or disability status, student status, a relationship test and residence test. Only a QC qualifies a taxpayer for the Earned Income Credit and the Child Tax Credit. 

The support test is different for each type. The support test, for a QC, is only that the child didn't provide more than half his own support. The support test for a Qualifying Relative is that the taxpayer provided more than half the relative's support.

 

Since your fiancé is not related to you, he cannot be your QC.  But, he may still be a Qualifying Relative (QR) dependent.  Note that disability status is not one  of the requirements for a QR, as it is for a QC. 

 

A child's disability doesn't affect tax filing until he turns 19 (24 if a full time student). Then his disability allows him to continue to be considered a "Qualifying Child" for tax purposes regardless of age.  But that doesn't apply to an unrelated person and the Qualifying Relative rules. 

Can I claim my fiance as a dependent?

@susiemoorelmt Did he receive any disability income?  Even if it's not taxable, it still must be factored into the calculation of whether you provided more than 50% of his support for the year.

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