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nfraley10
New Member

If my fiance (unmarried) pays for our mortgage, but I pay for our groceries, credit cards, and house expenses, are either one of us dependents of the other?

 
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2 Replies

If my fiance (unmarried) pays for our mortgage, but I pay for our groceries, credit cards, and house expenses, are either one of us dependents of the other?

If you are both working and earning an income  it is doubtful either of you can be claimed as a dependent if you are both age 19 or older and not a full time student under the age of 24.  If you each have gross income in 2019 of $4,200 or more then no one can claim either of you as a dependent under the Qualifying Relative rules.

 

To be a Qualifying Relative -

1. The person cannot be your qualifying child or the qualifying child of any other taxpayer. A child is not the qualifying child of any other taxpayer if the child's parent (or any other person for whom the child is defined as a qualifying child) is not required to file an income tax return or files an income tax return only to get a refund on income tax withheld.
2. The person either (a) must be related to you or (b) must live with you all year as a member of your household.
3. The person's gross income for the year must be less than $4,200 (social security does not count) in 2019
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.
6. The person must not file a joint return with their spouse.

If my fiance (unmarried) pays for our mortgage, but I pay for our groceries, credit cards, and house expenses, are either one of us dependents of the other?

Those things do not determine whether you can be claimed as a dependent.  If one of you had less than $4200 of income --not counting Social Security-- in 2019 and you lived together for the whole year, then the other person *might*  be able to claim you as a dependent--as a qualified relative.

 

WHO CAN I CLAIM AS A DEPENDENT?

 

You can claim a child, relative, friend, fiance (etc.) as a dependent on your 2019 taxes as long as they meet the following requirements:

Qualifying child

• They are related to you.

• They cannot be claimed as a dependent by someone else.

• They are a U.S. citizen, resident alien, national, or a Canadian or   Mexican resident.

• They are not filing a joint return with their spouse.

• They are under the age of 19 (or 24 for full-time students).

    • No age limit for permanently and totally disabled children

        They live with you for more than half the year (exceptions apply).

Qualifying relative

• They don't have to be related to you (despite the name).

• They cannot be claimed as a dependent by someone else.

• They are a U.S. citizen, resident alien, national, or a Canadian or Mexican resident.

• They are not filing a joint return with their spouse.

They lived with you the entire year.

• They made less than $4200  (not counting Social Security)

• You provided more than half of their financial support. More info

When you add someone as a dependent, we'll ask a series of questions to make sure you can claim them.

Related Information:

Does a dependent have to live with me?

What does "financially support another person" mean?

Can I claim a newborn baby?

 

 

 

IRS interview to help determine who can be claimed:

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

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

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