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DellTAX & Auto Insurance

Charlottesville , VA 22903

Question: В В Is there an age limit on claiming my child as a dependent?

Answer: В В Age is a factor in the qualifying child test, but a qualifying relative can be any age.

As long as the followingВ tests are met, you may claim a dependency exemption for your child:

Question: В В If I claim my daughter as a dependent because she is a full-time college student, can she claim herself as a dependent when she files her return?

Answer: В В If you can claim your daughter as a dependent on your income tax return, she cannot claim herself on her income tax return.

Question: В В For head of household filing status, do you have to claim a child as a dependent to qualify?

Answer: В В In certain circumstances, you do not haveВ to claim the child as a dependent to qualify for head of household filing status; for example, a custodial parent may be able to claim head of household filing status even if he or she released a claim to exemption for the child.

Question: В В What should I do if I made a mistake on my federal return that I have already filed?

Answer: В В It depends on the type of mistake that you made:

  • Many mathematical errors are caught in the processing of the tax return itself so you may not need to correct these mistakes.
  • If you did not attach a required schedule, the IRS will contact you and ask for the missing information.
  • If you did not report all your income or did not claim a credit, you should file an amended or corrected return using Form 1040X (PDF), Amended U.S. Individual Income Tax Return.

When filing an amended or corrected return:

  • Include copies of any schedules that have been changed or any Form W-2В (PDF) you did not include. FileВ 1040X only after you have filed your original return. Generally, for a credit or refund, you must file Form 1040X within 3 years (including extensions) after the date you timely filed your original return or within 2 years after the date you paid the tax, whichever is later.
  • Please allow the IRS 8-12 weeks to process an amended return.


Ladies, Don’t Miss Out On The 'Broke Boyfriend' Tax Exemption

Jennifer Calonia is a junior editor at Go Banking Rates.

Female breadwinners of the household can save money when filing taxes this year with common — yet often misinterpreted — federal tax exemptions.

Federal tax exemptions are earnings that get subtracted from taxpayers’ adjusted gross income (AGI). Exemptions for dependents are often applied when claiming children or qualifying relatives as a dependent.

However, one question women fail to ask is: Can I claim myВ boyfriendВ as a dependent?

According to Publication 17 issued by the Internal Revenue Service (IRS), taking care of your broke boyfriend financially may entitle you to a $3,700 federal tax exemption.

While a boyfriend is traditionally not considered a “relative” under the definition of the U.S. government, a significant other may be identified as a qualifying relative dependent if he meets all the required tests.

If you’re dishing out major funds to keep your boyfriend afloat, it’s time to get your fair share of the pie by claiming him as a dependent. However, not all living situations warrant this type of tax exemption.

To declare your boyfriend as a dependent, four tests must be successfully cleared to prove he is a qualifying relative:

This may seem like an odd test, but remember that the two categories under this exemption are for a “qualifying child” or a “qualifying relative.”

This test, in essence, prevents taxpayers from double-dipping by either claiming another taxpayer’s child or by claiming an individual in the home as both a child and relative.

Hopefully, in the case of your boyfriend, thisВ qualifying relative testВ is one that passes with flying colors.

Under the relationship test, your beau must have lived with you throughout the entire 2011 year as a member of the household. As a guide, allowing your boyfriend crash on your couch on weekends does not classify him as a member of the household.

If he did, in fact, live with you as a member of the household, you’re one step closer to a $3,700 exemption. However, if your boyfriend was your legal spouse at any point last year, he is no longer eligible as a qualifying relative.

The qualifying relative income test states that the dependent must have less than $3,700 in gross income. Publication 17 defines gross income as “all income in the form of money, property, and services that is not exempt from tax.”

With the gross income requirement so low, this is where many claims fall short. If you’ve managed to check-off this qualifying relative test, there is a strong chance for you to recoup your funds… as long as you meet the final test.

The support test requires a bit of math to assess whether or not your boyfriend is eligible to be your qualifying relative.

To pass the support test, first determine the total support provided to your boyfriend. Items like food, lodging, clothing, education, medical expenses, transportation and recreation should all be accounted for in this figure. Shared items like food and lodging must be equally divided among all household members.

The next key step is to identify how much you’ve contributed to support your boyfriend. In order to successfully complete this test, the amount of support you provide must be more than half of his total support received.

Below is an example of the support test in action provided by the IRS website:

Grace Brown, mother of Mary Miller, lives with Frank and Mary Miller and their two children. Grace gets social security benefits of $2,400, which she spends for clothing, transportation, and recreation. Grace has no other income.

Frank and Mary’s total food expense for the household is $5,200. They pay Grace’s medical and drug expenses of $1,200. The fair rental value of the lodging provided for Grace is $1,800 a year, based on the cost of similar rooming facilities.

Figure Grace’s total support as follows:


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