How JustAnswer Works:
  • Ask an Expert
    Experts are full of valuable knowledge and are ready to help with any question. Credentials confirmed by a Fortune 500 verification firm.
  • Get a Professional Answer
    Via email, text message, or notification as you wait on our site.
    Ask follow up questions if you need to.
  • 100% Satisfaction Guarantee
    Rate the answer you receive.
Ask Lev Your Own Question
Lev, Tax Advisor
Category: Tax
Satisfied Customers: 28081
Experience:  Taxes, Immigration, Labor Relations
Type Your Tax Question Here...
Lev is online now
A new question is answered every 9 seconds

I recently discovered that I am able to claim my disabled boyfriend

Resolved Question:

I recently discovered that I am able to claim my disabled boyfriend who lives with me as a dependent on my taxes. I was able to do that on this year's taxes but now and checking to see if I can amend my 2009 return. He receives a small amount of SSI income per month but I pay at least 50% of his living expenses and he has lived with my for 3 years. I have the 1040X form but need some assistance in completing it. When I look at the form it does not look like it is the right form as he is not a child dependent. Am I using the right form? And can I go back and claim him for 2009?

Submitted: 5 years ago.
Category: Tax
Expert:  Lev replied 5 years ago.

Hi and welcome to Just Answer!

There is no limit on amending past tax returns.

The statute of limitation which is in most situation three years applies to claim of additional refund.

Thus the statute of limitation to claim a refund for 2007 started on the due date of the return Apr 15, 2008 and run out on Apr 15, 2011.

However - you still may claim a refund for 2008 and later years.

You should use the form 1040X.

Your boyfriend is not a qualifying child, bu he is a qualifying relative if lived with your the whole tax year - and you may claim him as a dependent.

Let me know if you need any help.

Lev, Tax Advisor
Category: Tax
Satisfied Customers: 28081
Experience: Taxes, Immigration, Labor Relations
Lev and 3 other Tax Specialists are ready to help you
Customer: replied 5 years ago.



I am not sure if I am completing the form correctly. Can you walk me through it? This is not adjusting the income so I assume I just copy the figures from my original 2009 return. Help!



Expert:  Lev replied 5 years ago.

You may post your forms here - and I will take a look.

Please be sure to remove all personal information because all posts are not confidential and available for general public.

You may also post line numbers and amounts and I will verify.

Customer: replied 5 years ago.

I don't have the forms online to email them to you or attach them. I really just need to know how much of the 1040X form I need to complete. Am I claiming him as an exemption? If so it tells me to complete lines 1-22 on the 1040X form using lines 7-21 from my 2009 1040 form. Is this correct? What documents do I need to submit with this form? Do I need to provide proof of his SSI income? Or proof that he lives at my address?



Expert:  Lev replied 5 years ago.

You will use the form 1040X -\

you should add an exemption for him on the line 26 - and calculate the total exemptions on the line 27 - and line 30 has to be recalculated as well.

The amount from the line 4 will go to the line 4, and the line 25 will be reduced taxable income.

I may not tell you exact amounts because I do not see your original amounts.

Please post amounts from your original return into column A - and will help you with the rest.

You do not need any documents unless the IRS specifically ask for anything in additional.

Line 31 - add information about your boyfriend and in the Part III - write explanation.

Customer: replied 5 years ago.

My original adjusted gross income was $43,592.00. My exemption was $3650.00. Now I am trying to claim disabled boyfriend who has a yearly income from SSI of $5392.08. I can't seem to get the form attached to this email What additional information do you need?


Thanks so much for your help with this!

Expert:  Lev replied 5 years ago.


line 1 - $43,592 will be in both columns (a) and (c)

line 2 - whatever you had on your original tax return

line 4 - (a) $3650 (b) $3650 and (c) $7300

line 5 - calculate your taxable income

line 6 - (a) will be your tax liability from your return and (c) calculated based on the value from line 5.

Hope that helps.

If you want me to verify - I need all lines and amounts that are not zeros.

JustAnswer in the News:

Ask-a-doc Web sites: If you've got a quick question, you can try to get an answer from sites that say they have various specialists on hand to give quick answers... seen a spike since October in legal questions from readers about layoffs, unemployment and severance.
Web sites like
...leave nothing to chance.
Traffic on JustAnswer rose 14 percent...and had nearly 400,000 page views in 30 days...inquiries related to stress, high blood pressure, drinking and heart pain jumped 33 percent.
Tory Johnson, GMA Workplace Contributor, discusses work-from-home jobs, such as JustAnswer in which verified Experts answer people’s questions.
I will tell you that...the things you have to go through to be an Expert are quite rigorous.

What Customers are Saying:

  • I really was impressed with the prompt response. Your expert was not only a tax expert, but a people expert!!! Her genuine and caring attitude came across in her response... T.G.W Matteson, IL
< Previous | Next >
  • I really was impressed with the prompt response. Your expert was not only a tax expert, but a people expert!!! Her genuine and caring attitude came across in her response... T.G.W Matteson, IL
  • I WON!!! I just wanted you to know that your original answer gave me the courage and confidence to go into yesterday's audit ready to fight. Bonnie Chesnee, SC
  • Great service. Answered my complex tax question in detail and provided a lot of additional useful information for my specific situation. John Minneapolis, MN
  • Excellent information, very quick reply. The experts really take the time to address your questions, it is well worth the fee, for the peace of mind they can provide you with. Orville Hesperia, California
  • Wonderful service, prompt, efficient, and accurate. Couldn't have asked for more. I cannot thank you enough for your help. Mary C. Freshfield, Liverpool, UK
  • This expert is wonderful. They truly know what they are talking about, and they actually care about you. They really helped put my nerves at ease. Thank you so much!!!! Alex Los Angeles, CA
  • Thank you for all your help. It is nice to know that this service is here for people like myself, who need answers fast and are not sure who to consult. GP Hesperia, CA

Meet The Experts:

  • Wallstreet Esq.

    Wallstreet Esq.

    Tax Attorney

    Satisfied Customers:

    10 years experience
< Last | Next >
  • Wallstreet Esq.'s Avatar

    Wallstreet Esq.

    Tax Attorney

    Satisfied Customers:

    10 years experience
  • Mark D's Avatar

    Mark D

    Enrolled Agent

    Satisfied Customers:

    MBA, EA, Specializing in Business and Individual Tax Returns and Issues
  • Richard's Avatar


    Tax Attorney

    Satisfied Customers:

    29 years of experience as a tax, real estate, and business attorney.
  • Robin D.'s Avatar

    Robin D.

    Senior Tax Advisor 4

    Satisfied Customers:

    15years with H & R Block. Divisional leader, Instructor
  • Megan C's Avatar

    Megan C

    Certified Public Accountant (CPA)

    Satisfied Customers:

    Licensed CPA, CFE, CMA, CGMA who teaches accounting courses at Master's Level
  • jgordosea's Avatar


    Enrolled Agent

    Satisfied Customers:

    I've prepared all types of taxes since 1987.
  • R. Klein, EA's Avatar

    R. Klein, EA

    Enrolled Agent

    Satisfied Customers:

    Over 20 Years experience