She also has a letter from the IRS that she owes $900. She hasn't worked in 3 years and this past year (all of 2021) she lived with my fiance and I and my son. SS started in March 2021 but she contributes nothing financially to the household/bills...we provide it all.
What does she owe 900 for? What year? If she had less than $4,300 income not counting SS you can claim her. Add her under My Info as a dependent and answer all the questions.
Who can you claim
https://ttlc.intuit.com/community/credits-and-deductions/help/who-can-i-claim-as-my-dependent/01/26781
See IRS Pub 501 starting on page 10 bottom Dependents and Worksheet 2 page 15 for determining support,
https://www.irs.gov/pub/irs-pdf/p501.pdf
She has no income aside from SS. My biggest concern is accounting for her stimulus---when asked to affirm I got stimulus when I file would I add her stimulus to my amount?
I'll have to find out what the letter directly regards as far as year/timeframe
@ashkevenus wrote:
She has no income aside from SS. My biggest concern is accounting for her stimulus---when asked to affirm I got stimulus when I file would I add her stimulus to my amount?
I'll have to find out what the letter directly regards as far as year/timeframe
For your mother, there are two questions.
If you answer yes to both, then she is your dependent.
A stimulus she received in her name is not added to your tax return, because it was in her name, not yours. And in fact, for 2021, this may mean that you get a recovery rebate for her when you claim her as a dependent, even though she got a stimulus previously. This is legal and a result of the way the law was written.
She has no income save SS, no retirement fund or anything of that nature. We provide room and board, utilities, transportation, etc. I pay for her cell phone as well. Her SS funds go towards out of state storage fees and a credit card. I don't actively see her spend money (it may all be digital if she does spend anything)....she has occasionally chipped into food funding but overall the span of the year all costs with room/board/food/utilities/phone/transportation are footed by myself and fiance.
Thank you for clarifying the part on the stimulus, that part was stumping me a great dea👍