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My boyfriend's only income is social security disability. We

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have lived together for 3...
my boyfriend's only income is social security disability. We have lived together for 3 years and I pay essentially all the cost... Can I claim him as a dependent?
Submitted: 1 year ago.Category: Tax
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12/12/2015
Tax Professional: Lev, Tax Advisor replied 1 year ago
Lev
Lev, Tax Advisor
Category: Tax
Satisfied Customers: 30,145
Experience: Taxes, Immigration, Labor Relations
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Yes - your boyfriend may be your dependent on the tax return.
But there are certain tests to be satisfied.

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Tax Professional: Lev, Tax Advisor replied 1 year ago

For qualifications - see page 12 - let me know if you need further help with determination.

http://www.irs.gov/pub/irs-pdf/p501.pdf

Tests To Be a Qualifying Relative

1.The person cannot be your qualifying child or the qualifying child of any other taxpayer.

2.The person either (a) must be related to you in one of the ways listed under Relatives who do not have to live with you, or (b) must live with you all year as a member of your household (and your relationship must not violate local law).

3.The person s gross income for the year must be less than $3,950. ($4000 for 2015)

4.You must provide more than half of the person s total support for the year.So far - as all these tests are met you may claim her as a dependent.

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Tax Professional: Lev, Tax Advisor replied 1 year ago

Regarding #3 - if your boyfriend has ONLY income from social security benefits - none of these benefits are taxable and none included into gross income - his gross income woudl be zero for tax purposes - so that test is satisfied.
So - you would need to verify other tests - and I do not see any issues if you claim your boyfriend as a dependent.
Any questions?

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Customer reply replied 1 year ago
the gross income. does that include the social security disability? he gets 1100 a month but no taxable income
Tax Professional: Lev, Tax Advisor replied 1 year ago

Correct - gross income is a term used on the tax return.

Social security benefits might be partly taxable (including disability benefits)
On form 1040 - social security benefits are reported on line 20a and taxable portion - on line 20b.

you may take a look on the form

https://www.irs.gov/pub/irs-pdf/f1040.pdf

ONLY taxable portion from line 20b is included into gross income for tax purposes.

However - if his ONLY income is from social security benefits - NONE will be taxable and zero will be reported on line 20b.

So that fact would not prevent you from claiming him as a dependent.

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Tax Professional: Lev, Tax Advisor replied 1 year ago

I appreciate if you take a moment to rate the answer.

Experts are ONLY credited when answers are rated positively.

If you still have any doubts, need clarification - please be sure to ask.
I am here to help you will all tax related issues.

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