Significant Other's Need to File Return

[CuriousChristy]

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!

[MayaD]

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

Who must file

Claiming a partner as a dependent

[xmasbaby0]

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-cre...