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tkspitzer
New Member

TurboTax Dependent mischaracterization?

Why is TurboTax treating my 27 year old daughter as a dependent? She is not disabled, though I did support her more than 50%, she is a student, and she made less than $4k. However, I thought once they are over 24 years old, they could not be a dependent?

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Accepted Solutions

TurboTax Dependent mischaracterization?

Yes you can claim anyone if they made less than $4,050.  If the person is not a relative they have to live with you the whole year.  You can claim her.    

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4 Replies

TurboTax Dependent mischaracterization?

Yes you can claim anyone if they made less than $4,050.  If the person is not a relative they have to live with you the whole year.  You can claim her.    

tkspitzer
New Member

TurboTax Dependent mischaracterization?

I'd like to believe that but the TurboTax documentation refutes it:
Qualifying Child
In addition to the qualifications above, to claim an exemption for your child, you must be able to answer "yes" to *all* of the following questions.

Are they related to you? The child can be your son, daughter, stepchild, eligible foster child, brother, sister, half brother, half sister, stepbrother, stepsister, adopted child or an offspring of any of them.

Do they meet the age requirement? Your child must be under age 19 or, if a full-time student, under age 24. There is no age limit if your child is permanently and totally disabled.

Do they live with you? Your child must live with you for more than half the year, but several exceptions apply.

Do you financially support them? Your child may have a job, but that job cannot provide more than half of her support.

Are you the only person claiming them? This requirement commonly applies to children of divorced parents. Here you must use the “tie breaker rules,” which are found in IRS Publication 501. These rules establish income, parentage and residency requirements for claiming a child.

fwiw, a tax accountant I'm working with also said that I can't claim her.

TurboTax Dependent mischaracterization?

She is not a qualifying CHILD.  But she is a qualifying Relative.    See,
<a rel="nofollow" target="_blank" href="https://ttlc.intuit.com/questions/1894472-who-is-a-dependent">https://ttlc.intuit.com/questions/1894...>

IRS pub 501, see page 12 for who you can claim as a dependent
<a rel="nofollow" target="_blank" href="http://www.irs.gov/pub/irs-pdf/p501.pdf">http://www.irs.gov/pub/irs-pdf/p501.pdf</a>

Tests to be a Qualifying Relative (doesn't have to actually be related to you):
1. The person cannot be your qualifying child or the qualifying child of any other taxpayer.

2. The person either (a) be related to your in one of the following ways:
…Your child, stepchild, foster child, or a descendant of any of them
…Your brother, sister, half brother, half sister, stepbrother, or stepsister.
…Your father, mother, grandparent, or other direct ancestor, but not foster parent.
…Your stepfather or stepmother.
…A son or daughter of your brother or sister.
…A brother or sister of your father or mother.
…Your son-in-law, daughter-in-law, father-in-law, mother-in-law, brother-in-law, or sister-in-law.

OR must have lived with you ALL YEAR as a member of your household (and your relationship must not violate local law).

3. The person's gross income for the year must be less than $4,050 (social security does not count).
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.

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