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Merlo
Merlo, Accountant
Category: Tax
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Experience:  25+ years tax consulting. Specializing in returns for US citizens living abroad
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Hi, My 80 year old mother moved in with us in 2008 and has

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Hi, My 80 year old mother moved in with us in 2008 and has lived with us since. She receives $714.00 a month from Social Security. She does not pay rent. Sometimes she helps with groceries, but most of her money just goes in her checking account and sits there. She pays 34.00 a month for Kaiser Permanente Health Insurance and about $20.00 for pills. Can My husband and I claim her as a dependent? If so, she lived in a trailer on my sisters ranch for the last 10 years. Her only income was Social Security. My sister paid all her bills. Can my sister amend her past years taxes and claim mom also?
Submitted: 4 years ago.
Category: Tax
Expert:  Merlo replied 4 years ago.

Hello Bernie,

 

You may claim your mother as a dependent as long as you can meet the following rules:

 

She cannot have income of her own of more than $3,650 for the year. (SS benefits are not included in this calculation.

 

You provide more than half of her support.

 

She is not married filing a joint return with her spouse

 

If you can meet all 3 of the above rules, then you may claim your mother as a dependent, even if she did not live with you at all. The same rules would apply for your sister in the years that she was supporting your mother.

 

Your sister can go back and amend returns, but you cannot go back further than 3 years from the original due date of a return and still claim any resulting refund. So the year 2006 would be the farthest back your sister could amend her returns and still receive any additional refund that might be due by claiming your mother. And the amended return for 2006 must be filed no later than 4/15/2010.

 

You cannot, of course, both claim you mother in the same year.

 

If this was helpful please press the Accept button. Positive feedback is also appreciated.

 

Thank you Bernie

 

 

Merlo, Accountant
Category: Tax
Satisfied Customers: 9783
Experience: 25+ years tax consulting. Specializing in returns for US citizens living abroad
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Merlo
Merlo
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25+ years tax consulting. Specializing in returns for US citizens living abroad