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I have a tax question regarding filing with a beneficiary.

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Hello. I have a tax...

Hello. I have a tax question regarding filing with a beneficiary. So I filed my taxes with my dependent and because i was filing with him I
Included the resale income I was making on the side that wasnt enough for me to need to
File but with a dependent it made a difference. However its now come to my attention that my father was supposed to claim my son as a dependent. So when he filed his they were rejected. I went to try to amend my taxes and remove my son and i
Also was going to remove my resale income since its not necessary to include and without a dependent it costs me money. However then im told I have to file by mail and as most people im sure i was hoping to amend online not by mail but I guess because Of the income being zero there is an issue. Is there a better way for me to do this so that my father can file correctly with the dependent as soon as possible? Thank you so much!

Submitted: 1 month ago.Category: Tax

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5/1/2023

Tax Professional: Barbara, Enrolled Agent replied 1 month ago

Barbara, Enrolled Agent

Category: Tax

Satisfied Customers: 30,906

Experience: 20+ years of experience in tax preparation; 30+ years of experience as a real estate/corporate paralegal.

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Welcome to Just Answer. My name is ***** ***** I am an Enrolled Agent credentialed by the IRS. I will be happy to assist you today.

If you already filed your tax return, your father cannot electronically file. He will have to print and mail his return.

You will have to amend your return to remove the dependent.

Customer reply replied 1 month ago

I figured id have to file by mail i just wanted to check. Now once i do that, since my father has not filed yet does he still need to file by mail?

Tax Professional: Barbara, Enrolled Agent replied 1 month ago

You originally said you filed your taxes with your dependent.

If you did not file yet, you can electronically file without claiming the dependent, and your father can electronically file claiming the dependent.

Customer reply replied 1 month ago

I filed with the dependent, my father wasnt able to so his still needs filed. Once i file my amended taxes i just was clarifying if my father can file electronically still or if we both need to file by mail now.

Tax Professional: Barbara, Enrolled Agent replied 1 month ago

Your father has to file by mail.

If you originally electronically filed your return, you can electronically file the amendment.

Customer reply replied 1 month ago

Great thank you!

Tax Professional: Barbara, Enrolled Agent replied 1 month ago

You're welcome.

Tax Professional: Barbara, Enrolled Agent replied 1 month ago

I hope I was able to answer your question. My goal is to provide a complete answer that you fully understand. If you would like to ask me another question in the future, you can add me as a favorite Expert. You'll have the option to do that on your "My Questions" page if you choose to rate our interaction, or you can request me by name if you wish. Again, my name is ***** ***** I look forward to assisting you again!

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