If in the beginning of 22 I only worked two months. rest of the year my mother took care of me,my son was born in October but I got a w-2, how do I let my mom claim us

[miagaona01-iclou]

I’m not sure if I should file this w-2 and if I do will it effect my mom claiming me and my baby. Like what can I do here? Can she still file and claim us on her taxes?

[Anonymous_]

Perhaps @Critter-3 can help with this. Stay tuned.

[xmasbaby0]

You say that you worked for a "couple of months" .....as long as you earned less than $4400 in 2022 you can be claimed as a dependent on someone else's tax return.

https://ttlc.intuit.com/community/children-dependents/help/do-i-need-to-file-my-own-taxes-if-i-m-a-d...

If you and your child were supported by your mother then she can claim both of your as dependents on her tax return.   Since you can be claimed as a dependent you do not enter anything about your child on your own tax return.  A dependent cannot have a dependent.   Your mom can get the child-related credits for the grandchild by claiming the child on her return.

You can file your own tax return in order to seek a refund of the tax withheld from your pay---it is in box 2 of your W-2----but when you prepare your return you must say in My Info that you can be claimed as someone else's dependent.  That is very important.

For your mom:

IRS interview to help determine who can be claimed:

https://www.irs.gov/help/ita/who-can-i-claim-as-a-dependent

https://ttlc.intuit.com/questions/3113432-who-can-i-claim-as-my-dependent  

To claim a grandchild as your dependent

When you enter the child’s name in Personal Info, you will be asked “What’s your relationship to  [child’s name]?”  

           Choose “another person”

            a drop down menu will appear that lets you choose grandchild

[Hal_Al]

Q. How do I let my mom claim us?

A. By not claiming yourself or your son, when and if you file a tax return.

In your situation, it's essentially optional whether the parent or grandparent claims the child.  She can claim you, as long as your W-2 was less than $4400 or you are under 19 or under 24 and a full time student for parts of 5 months. 

Q. I’m not sure if I should file this w-2?

A. You do not need to file it if box 1 is less than $12,950 and there is no amount in box 2.  If  there is an amount in box 2, you can file to get it refunded.  The amounts in boxes 4 & 6 cannot be refunded. 

Q.  Can she still file and claim us on her taxes, if I file a tax return?

A. Yes.  You not add your child on your tax return.  You check the box that says someone else can claim you as a dependent (TurboTax does this for you). 

Q. Will it effect my mom claiming me and my baby. 

A. No. 

[JohnB5677]

Possibly,  please confirm the date as 2021, or 2022.  In either case, the situation is the same.  If your total income was under $12,500 (for 2021) you do not have to file a tax return.

To qualify as your Mom's dependent, you must qualify under all of these conditions:

• You're related to your Mom.
• You aren't claimed as a dependent by someone else.
• You're a U.S. citizen, resident alien, national, or a Canadian or Mexican resident.
• You aren’t filing a joint return.
• You lived with you the entire year (exceptions apply).
• You made less than $4,400 in 2022.
• You didn't provide more than half of your financial support.