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Level 1
posted Sep 27, 2023 2:57:51 PM

rejected return

My 2022 taxes were rejected because my dependent son was claimed on someone's taxes (presumably my ex-wife's).  Per our divorce agreement, I was to claim my son this year.  What is the best course of action at this point so that I can get my taxes filed?

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2 Best answers
Employee Tax Expert
Sep 27, 2023 3:06:01 PM

@JoeP78 ,
Great question. I'm sorry that this  happened to you. Unfortunately, it does happen too often.
There are tie breaker rules that the IRS uses to determine which parent should claim the child on their tax return.

Sometimes a child meets the rules to be a qualifying child of more than one person. The following rules must be applied to determine who can claim the child as a qualifying child. Under the tie-breaker rule, the child is treated as a qualifying child:

  • The parent, if only one of the persons is the child's parent,
  • The parent with whom the child lived the longest during the tax year, if two of the persons are the child's parent and they do not file a joint return together,
  • The parent with the highest AGI if the child lived with each parent for the same amount of time during the tax year, and they do not file a joint return together,
  • A non-parent, if no parent claims the child as a qualifying child although he or she may do so and only if the non-parent's AGI is higher than the highest AGI of any parent who may claim the child, or
  • The person with the highest AGI, if none of the persons is the child's parent.

This information is found in Publication 501, Dependents, Standard Deduction, and Filing Information.

 

 

If your return was rejected, you may want to paper file your return and submit paperwork and evidence showing that you are the one who should be able to claim the child. 
It is up to the IRS to decide if the divorce agreement should be used as a reason for you to claim the child.

I would highly suggest paper filing the return and submit evidence as to why you are the one that is able to claim the dependent.
The IRS will then get involved and may request more information from the both of you in order to decide who should be able to claim the dependent.

Feel free to review the following IRS website for more information about claiming a dependent:
https://www.irs.gov/newsroom/claiming-a-child-as-a-dependent-when-parents-are-divorced-separated-or-live-apart

I hope the issue gets settled quickly. 

Employee Tax Expert
Sep 27, 2023 3:08:21 PM

Hello,

I am sorry your return was rejected due to the dependent being claimed on anothers return.

 

If your dependent was claimed when they should not have been, you can ask the other party to amend the return. I fthey will not, in order to file your return on time, you will have to file on paper. Choose file by mail in Turbotax.

 

The IRS will contact both parties to determine thosis entitled to claim the dependents.You would have to provide documentation  per your divorce agreeement tothe IRS .  If the IRS determines that the other party should not have claimed the dependent, they will adust their return and penalties and interest would apply if it results in an amount due. 

 

 

3 Replies
Employee Tax Expert
Sep 27, 2023 3:06:01 PM

@JoeP78 ,
Great question. I'm sorry that this  happened to you. Unfortunately, it does happen too often.
There are tie breaker rules that the IRS uses to determine which parent should claim the child on their tax return.

Sometimes a child meets the rules to be a qualifying child of more than one person. The following rules must be applied to determine who can claim the child as a qualifying child. Under the tie-breaker rule, the child is treated as a qualifying child:

  • The parent, if only one of the persons is the child's parent,
  • The parent with whom the child lived the longest during the tax year, if two of the persons are the child's parent and they do not file a joint return together,
  • The parent with the highest AGI if the child lived with each parent for the same amount of time during the tax year, and they do not file a joint return together,
  • A non-parent, if no parent claims the child as a qualifying child although he or she may do so and only if the non-parent's AGI is higher than the highest AGI of any parent who may claim the child, or
  • The person with the highest AGI, if none of the persons is the child's parent.

This information is found in Publication 501, Dependents, Standard Deduction, and Filing Information.

 

 

If your return was rejected, you may want to paper file your return and submit paperwork and evidence showing that you are the one who should be able to claim the child. 
It is up to the IRS to decide if the divorce agreement should be used as a reason for you to claim the child.

I would highly suggest paper filing the return and submit evidence as to why you are the one that is able to claim the dependent.
The IRS will then get involved and may request more information from the both of you in order to decide who should be able to claim the dependent.

Feel free to review the following IRS website for more information about claiming a dependent:
https://www.irs.gov/newsroom/claiming-a-child-as-a-dependent-when-parents-are-divorced-separated-or-live-apart

I hope the issue gets settled quickly. 

Employee Tax Expert
Sep 27, 2023 3:08:21 PM

Hello,

I am sorry your return was rejected due to the dependent being claimed on anothers return.

 

If your dependent was claimed when they should not have been, you can ask the other party to amend the return. I fthey will not, in order to file your return on time, you will have to file on paper. Choose file by mail in Turbotax.

 

The IRS will contact both parties to determine thosis entitled to claim the dependents.You would have to provide documentation  per your divorce agreeement tothe IRS .  If the IRS determines that the other party should not have claimed the dependent, they will adust their return and penalties and interest would apply if it results in an amount due. 

 

 

Expert Alumni
Sep 27, 2023 3:14:14 PM

Hi There:

 

The first reply offers excellent advice. If you decide to paper file a tax return. Please attach an explanation of facts and circumstances with mention of the divorce decree and a copy of the page of the decree which specifies child tax benefits.