Significant Other's Need to File Return

Forum|Forum|2 years ago
January 25, 2024
2 replies
17 views

My fiance wasn't employed for the entire year of 2023 and had no other sources of income (real estate, 401k, stocks, bonds, etc). I planned on claiming him as a dependant since we lived together and I was employed. Will he still need to file his own return even though he has nothing to report?

Thanks in advance!

Ask the Experts - MetLife - Jan 2024

MayaD

Alumni - Intuit

No. Your fiance doesn't need to file if he has nothing to report.

Who must file

Claiming a partner as a dependent

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

xmasbaby0

Level 15

No. If he has no taxable income to enter then he does not have to file a tax return. If he lived with you for the WHOLE year in 2023, and had less than $4700 of income---not counting Social Security----then he may be your "qualified relative" dependent and you get the $500 credit for other dependents for claiming him. He is not a qualified dependent to let you file as Head of Household.

CREDIT FOR OTHER DEPENDENTS

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

**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.**