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Hal_Al
Level 15

Head of household vs married filing jointly

Q. If it is lower than $4300 I would be ok?

A. Yes, probably, assuming you don't live in a community property state (half you father's income becomes hers).  You'd still have to meet the support test.

 

A person can still be a Qualifying relative dependent, if not a Qualifying Child, if he meets the 6 tests for claiming a dependent:

  1. Closely Related OR live with the taxpayer ALL year
  2. His/her gross taxable income for the year must be less than $4300 (2020).
  3. The taxpayer must have provided more than 1/2 his support

In either case:

  1. He must be a US citizen or resident of the US, Canada or Mexico
  2. He must not file a joint return with his spouse or be claiming a dependent of his own
  3. He must not be the qualifying child of another taxpayer

Nontaxable Social security doesn't count as income, for the income test, but social security money he/she spends on her self does count as support not provided by you, for the support test. Money she puts into savings & investment does not count as support she spent on herself. Note that a parent is closely related so there is no requirement that she live with you at any time, during the year. But if you provided a home it helps your support case, unless they own the home you live in. If no one person (or married couple) provides 50% of the support (for example your siblings are also sending support), then a "multiple support agreement” (IRS Form 2120) can be used, to allow you to claim the dependent. https://www.irs.gov/pub/irs-pdf/f2120.pdf

The IRS has a worksheet that can be used to help with the support calculation. See: http://apps.irs.gov/app/vita/content/globalmedia/teacher/worksheet_for_determining_support_4012.pdf The support value of a home is the fair market rental value, divided by the number of occupants.

Hal_Al
Level 15

Head of household vs married filing jointly

Don't forget about stimulus payments.  Dependents don't get those.  If the already got em, they get to  keep em.  If they didn't get them, they have to file a 2020 tax return, as a non dependent,  to claim the $1800 (1200 + 600).  We don't know yet how the potential additional $1400 will work. 

Head of household vs married filing jointly

They got them already.

 

Thanks Again!

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