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If you are an existing client, you do not have to re-list your dependents. Only provide additions or changes to your dependents.

 

Children who live at your home yet file their own tax returns can create problems if each tax return is not handled properly. For example, if the child claims themselves as a dependent on their own tax return, and you attempt to do the same your tax return will be rejected. However, there might be money left on the table so-to-speak. If your child claims themselves as a dependent, it might not change their tax consequence depending on their income. Yet, this same dependent on your tax return might have a huge impact on your tax consequence- we can provide exact figures for either scenario allowing you to make an informed decision.

 

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Additional Instructions

 

You may submit multiple dependents as necessary.

 

Dependent

Dependents Over Age 15

If the dependent is over the age of 15, please answer the following questions-

Yes     No

Yes     No

Yes     No

 

Explain the relationship (college student, disabled adult, non-relative, etc.) and the number of months that the dependent lived with you last year below-

Submission

Please select the tax year that this information is associated with. In addition, please enter your name so we can group your submissions together plus your email address. Click the Submit button below to securely and safely send this information to us. You can submit as many forms as needed. If you later discover an error- simply re-submit your information and check the box below letting us know.

Yes     No

 

Numerous tax benefits are related to claiming a dependent on a tax return. An additional personal exemption for each dependent can be claimed if the dependent in question meets the definition of being a qualifying child or a qualifying relative - but not both.

The qualifying child criteria always takes precedence over the qualifying relative criteria when testing for dependency eligibility. The dependent can be claimed by only one taxpayer for that year.

Qualifying Child Criteria:

Relationship: the taxpayer's child or stepchild (whether by blood or adoption), foster child, sibling or step-sibling, or a descendant of one of these.

Residence: has the same principal residence as the taxpayer for more than half the tax year. Exceptions apply, in certain cases, for children of divorced or separated parents, temporary absences, and for children who were born or died during the year.

Age: must be under the age of 19 at the end of the tax year, or under the age of 24 if a full-time student for at least five months of the year, or be permanently and totally disabled at any time during the year.

Support: did not provide more than one-half of his/her own support for the year. In other words, the taxpayer provided more than 50% of the dependent's sustenance.

Joint Return: the child cannot file a joint return for the tax year unless the filing is solely to claim a refund.

Qualifying Relative Criteria:

Not a Qualifying Child: the relative cannot meet the criteria to be your qualifying child or the qualifying child of another taxpayer.

Member of Household or Relationship Test: a person lives with you all year as a member of your household or is related to you in the following ways: child, stepchild, eligible foster child, siblings, parents, grandparents, grandchildren, aunts, uncles, nieces, nephews, and in-laws. The relationship cannot violate local laws.

Gross Income Test: the person's gross income for the year must be less than $3,900.

Support Test: you must provide more than half of the person's total support for the tax year.