Changing my dependent status on my return

[xmasbaby0]

@Derrick Whitmore

Did you click that big orange button that said “Transmit my return now?”  If you did that, you cannot do anything to fix it yet.  You have to wait for the email that tells you if your return was accepted or rejected.

You cannot change or add anything on the return that you just e-filed, nor can you stop it.  It is too late, just like when you put an envelope in a US mailbox on the corner.  The IRS does not allow you to take it back.

If you left out a W-2, a 1099G, or a dependent, or a 1099 etc…DO NOT change your return while it is “pending.”  The changes will go nowhere.

Now you have to wait until the IRS either rejects or accepts your return.  If your return is rejected, you will be able to go into your account and make the necessary changes to your tax return and re-submit your return. 

 If the IRS accepts your return, however, then you have to wait longer until it has been fully processed and you have received your refund.  THEN you can prepare an amended tax return and e-file or mail  it in. You have to be able to work from that return exactly the way it was when it was e-filed originally.  You will need to use a form called a 1040X.

  Meanwhile, DO NOT go in and start changing anything on your return in the system, or you will make a mess for yourself.  Sit tight and wait until you see what the IRS does with the return you just e-filed

[Critter-3]

OK ... if you actually submitted the return and it is pending then there is NOTHING you can do but wait.

Can I change my return if I already submitted it and you’re holding it until the IRS opens?

No. Once you submit your return, it’s considered to be in pending status. We’ll hold all returns submitted before the IRS opens and submit them when the IRS is open.  Processing of returns is expected to start on or about 1/23 however some returns may be pulled earlier in test batches so watch your email for alerts. 

Once the IRS either accepts or rejects your return:

• If your return is accepted: If you want to change your return, you’ll need to amend it AFTER the original return has fully processed an you have the original refund in hand or have paid the original balance due.
• If your return is rejected: We'll send you an email to notify you, along with instructions on what to do. You can then open your return and make any changes you would like. Just be sure to fix the reason the return was rejected as well.

 The IRS is not accepting returns at this time, so it can sometimes take longer than the initial 24-48 hours before you know if they have accepted or rejected your return. This generally happens around this time when e-filing has not opened yet.  Keep in mind, they will not officially start accepting e-filed returns until January 23rd.   A few may be accepted early to start testing their systems, but they would not start processing until on or after 1/23/2023.

[Critter-3]

The warning on this screen was serious ... no "take backs" allowed...

[sorrell verdin]

i made to much for my mom to claim me as a dependent.

[xmasbaby0]

@sorrell verdin You have not asked a question.   Do you have a question?   

[Hal_Al]

"i made to much for my mom to claim me as a dependent."  

That's not necessarily true. 

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, student status, a relationship test and residence test. The $4400 income test only applies to Qualifying Relatives (also known as"Other" dependents). 

A child of a taxpayer can still be a “Qualifying Child” (QC) dependent, regardless of his/her income, if:

1. He is under age 19, or under 24 if a full time student for at least 5 months of the year, or is totally & permanently disabled
2. He did not provide more than 1/2 his own support. Scholarships are excluded from the support calculation
3. He lived with the parent (including temporary absences such as away at school) for more than half the year

So, it doesn't matter how much he earned. What matters is how much he spent on support. Money he put into savings does not count as support he spent on himself.

The support value of the home, provided by the parent, is the fair market rental value of the home plus utilities & other expenses divided by the number of occupants.

[Vanessa A]

How old are you? Did you provide more than half of your own support?

 If you are under 18 or under 24 and a Full Time student, the amount of money you made does not affect whether or not your mom can claim you as a dependent.  If you used your money to pay for more than half of your own support, then she would not be able to claim you as a dependent. 

[Hal_Al]

 If you are under 19 (not 18) or under 24 and a Full Time student, the amount of money you made does not affect whether or not your mom can claim you as a dependent.