Parents as Dependents

Forum|Forum|2 years ago
October 25, 2023
9 replies
89 views

I am head of household and I have claimed my mother as my dependent for a number of years. She became eligible for SSI spousal benefits as of May 2023. How can I determine if I can continue to claim her on my 2023 taxes and beyond? She is not required to file a tax return herself as far as I know.

Ask the Experts - Extension - Sept 2023

Best answer by xmasbaby0

Let's make sure you are using the term "SSI" correctly---that gets used incorrectly a lot. Do you mean she is receiving Social Security? That is NOT SSI. If she is getting Social Security, she will receive a SSA1099 in January from Social Security, and that income does not prevent you from claiming her as a dependent.

WHAT IS THE DIFFERENCE BETWEEN SOCIAL SECURITY BENEFITS AND SSI?

https://www.ssa.gov/ssi/text-over-ussi.htm

xmasbaby0

Level 15

Your mom's Social Security benefits are not factored in when you are entering her as a dependent. Only any OTHER income she is receiving would count. Does she have any other income like a pension, investment income, etc.?

**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.**

MV_IXTAuthor

Level 2

Thank you for you input xmasbaby0!

No other source of income beside this new SSI benefit. I cover all of her high cost expenses like medical and dental insurance. I was mostly concerned that there could be a dollar amount limit that any dependent can have and disqualify them from being claimed. So this doesn’t apply to SSI benefits?

xmasbaby0

Answer

Level 15

WHAT IS THE DIFFERENCE BETWEEN SOCIAL SECURITY BENEFITS AND SSI?

https://www.ssa.gov/ssi/text-over-ussi.htm

JanetB21

Employee Tax Expert

Hello xmasbaby0,

Thanks for joining the event!

To continue to claim your parent as a dependent, you will need to determine if you provide more than ½ your parent’s support during the tax year, and their gross taxable income doesn’t exceed $4700 (for tax year 2023). This is a great article on this topic: Claiming Parent as dependent

Support worksheet: Support Worksheet

I hope this helps!

JanetB211

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