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HI I have a...
HI I have a question.
JA: Thanks. Can you give me any more details about your issue?
Customer: yes. ok. my father passed away and had a IRA. my daughter who is also my dependent was given approx. 5,350.00 as her share .she was sent a 1099-R. I was told I cannot use her as a dependent.is this true?.that does not sound right to me.
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Submitted: 1 year ago.Category: Tax
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Answered in 4 hours by:
4/15/2016
Tax Professional: Barbara, Enrolled Agent replied 1 year ago
Barbara
Barbara, Enrolled Agent
Category: Tax
Satisfied Customers: 4,069
Experience: 20+ years of experience in tax preparation; 30+ years of experience as a real estate/corporate paralegal.
Verified
Welcome to Just Answer. My name is ***** ***** I will be happy to assist you.If you daughter meets the requirements to be claimed as your dependent as a qualifying child, you can claim her. Your daughter will file her own tax return to report the 1099-R and will note on her return that she is being claimed as a dependent on someone else's tax return (yours).Please let me know if I can assist you further.Thank you and best regards,Barb
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Tax Professional: Barbara, Enrolled Agent replied 1 year ago
Just following up with you to see if you have any other questions or concerns. If so, please come back to me here, and I will be happy to assist you.Best regards,Barb
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Barbara
Barbara
Barbara, Enrolled Agent
Category: Tax
Satisfied Customers: 4,069
4,069 Satisfied Customers
Experience: 20+ years of experience in tax preparation; 30+ years of experience as a real estate/corporate paralegal.

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