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New Member
posted Apr 29, 2023 3:41:45 PM

If Im claiming my significant other whom only worked for a month last year, do I need to file the tax form they recieved on mine?

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4 Replies
Level 15
Apr 29, 2023 3:50:33 PM

If you are legally married and living together then you can only file as Married Filing Jointly or Married Filing Separately.  You should file a MFJ even if one spouse has little or no income.  All income for both spouses is entered on one tax return when filing Jointly.

 

You can Never claim a spouse as a dependent when you are married.

Level 1
Apr 29, 2023 4:01:08 PM

If you are filing Married Filing Jointly, then income from both of you needs to be included in the return.

However, if you filing as Single or Head-Of-Household, and claiming your significant other as a Dependent, their income is NOT included in your tax return.  You can only claim another person as a dependent if they meet all requirements for the dependency test - age, income, and relationship tests.

Level 15
Apr 29, 2023 5:05:32 PM

If by "significant other" you mean a GF or BF, then no, you do not enter their income on your own tax return.   We need clarity---are you legally married or not married?   If you are not married and want to claim an adult dependent----they must meet the criteria to be a "qualifying relative"

 

Did the "significant other" live with you for the entire year in 2022?  Did they have less than $4400 of income in 2022--not counting any Social Security?  If the criteria to claim them is met, you get the $500 credit for other dependents when you claim them.

 

 

CREDIT FOR OTHER DEPENDENTS

https://ttlc.intuit.com/questions/4499708-what-is-the-500-credit-for-other-dependents-family-tax-credit

Level 15
Apr 29, 2023 7:52:48 PM

The only time you report someone else's income on your tax return is if you are legally married and filing a joint return.  If this is your unmarried partner, they file their own tax return for their own income, even if they qualify to be claimed by you as a dependent.  (I will assume they do meet the qualifications, we can discuss this separately if needed.)

 

Assuming your partner qualifies as your dependent, they must have less than $4400 of total taxable income (wages, lottery prizes, self-employment from side gigs, and so on).  In this case, they would not be required to file a return at all**, unless they had tax withholding and want it refunded.

 

(**If the person is under age 19, or a student under age 24, their parents are alive, and they have more than $1100 of unearned income--which is to say, income not from working but from investments, gambling, unemployment compensation, and so on--then they may be subject to the "kiddie" tax and may need to file a return.)