You'll need to sign in or create an account to connect with an expert.
Yes, you're mother could be head of household and also claim her handicapped son as a dependent.
If the IRA was merely transferred (rolled over) to the special needs trust, it's not taxable income to him. (Is he funding his own trust?) You can tell if it's a rollover by looking at the Form 1099-R, Box 7. If it has a Code G, it's considered a rollover and not taxable to him.
The main issue is that son cannot provide half of his own support for your mother to be head of household and claim her son. If the IRA went into the special needs trust, it is not available for support.
He can file his own return, be of any age and have whatever income he has as long as he doesn't provide most of his own support.
Yes, you're mother could be head of household and also claim her handicapped son as a dependent.
If the IRA was merely transferred (rolled over) to the special needs trust, it's not taxable income to him. (Is he funding his own trust?) You can tell if it's a rollover by looking at the Form 1099-R, Box 7. If it has a Code G, it's considered a rollover and not taxable to him.
The main issue is that son cannot provide half of his own support for your mother to be head of household and claim her son. If the IRA went into the special needs trust, it is not available for support.
He can file his own return, be of any age and have whatever income he has as long as he doesn't provide most of his own support.
Still have questions?
Make a postAsk questions and learn more about your taxes and finances.
facundome
New Member
Loudspeaker1999
Returning Member
hyacinthemeyn0-g
New Member
Lisa400
New Member
Loudspeaker1999
Returning Member
Did the information on this page answer your question?
You have clicked a link to a site outside of the TurboTax Community. By clicking "Continue", you will leave the Community and be taken to that site instead.