If My Mom Claimed Me as a Dependent and I File Taxes Do I File 1098t Again

Being claimed every bit a dependent on someone else'south tax return or claiming a dependent on your tax return tin can have a direct bear on on the amount of your tax refund or the corporeality you owe.

In 2020, it tin can also impact the amount of your stimulus check in certain cases.

For these reasons, information technology's not difficult to imagine why someone claimed a dependent incorrectly that they're not supposed to, including yourself.

Two tax returns tin can't both claim the aforementioned dependent even if they take different filing statuses.

If you aren't a dependent and someone else is improperly claiming you equally one on their tax return, that person could become in financial trouble with the Internal Revenue Service (IRS).

The same goes for someone incorrectly claiming one of your dependents on their tax render.

Here'south more near what happens when a person claims a dependent incorrectly and how to fix it.

How Others May Incorrectly Claim Yous or Your Dependent

The reality is:

The act of challenge a dependent on a tax render isn't hard.

All you have to practise is input their proper name, Social Security Number and relationship to you on folio one of Grade 1040.

The first person to file a dependent, or themselves, unremarkably goes through the system without a trouble.

While nosotros all effort to protect our Social Security Numbers, data breaches happen. Sometimes, that information falls in the wrong hands. And so, someone could claim you or your dependent equally their ain on their taxation return. This could be identity theft.

Fraud

Identity thieves may effort to utilise you lot or your dependent'south information to boost a fraudulent refund.

In some cases, they could check the child revenue enhancement credit box for a quick way to get more money dorsum.

Parents filing jointly that aren't willing to let go of the taxation benefits of their children may improperly claim a child that is technically independent according to the criteria of claiming a dependent.

Forgetfulness

Not all incorrect dependent claims are intentional, though.

If you lot're a teenager or recent college grad, parents may take forgotten to remove your information from their render when you became contained for revenue enhancement purposes.

Divorced parents may have forgotten it is their ex-spouse's year to claim their kid. Thankfully, there is a process to correctly sort out who should claim a dependent.

What Are The Requirements to Claim a Dependent?

In order to claim dependents, you lot (and your spouse, if filing jointly), can't be eligible to be claimed as a dependent by someone else.

Dependents must be:

• U.S. citizens
• U.Southward. resident aliens
• U.Due south. nationals
• a resident of Canada or Mexico

Technically, a dependent is i of two types of people. A dependent is either a qualifying child or a qualifying relative.

Y'all tin can't merits a dependent unless they fit 1 of these two categories. If you fit either of these categories, then yous cannot claim that you are contained and merits yourself. Instead, the qualifying person gets to claim you equally a dependent.

If you lot do not run across these definitions, and then your parents cannot claim you as a dependent. If they did, keep reading to see how to claim yourself.

A dependent every bit a qualifying kid

To be a qualifying kid, the person must pass 5 tests.

Get-go, they must be related to y'all in one of the following ways. The child must exist your:

• Son
• Daughter
• Stepchild
• Foster child
• Brother
• Sister
• Half-brother
• One-half-sister
• Stepbrother
• Stepsister
• A descendant of whatever of the above

2nd, a kid must exist under age 19 at the end of the year and younger than you. Permanently and totally disabled children tin be whatsoever age.

Tertiary, the kid must have lived with you for more than half of the twelvemonth, with certain exceptions.

Fourth, the child cannot have provided more than half of their own support during the tax yr in question.

Finally, the child must non file a joint return for the yr, except in rare circumstances.

A dependent every bit a qualifying relative

A qualifying relative is another type of dependent you may claim. To claim a qualifying relative, the relative must pass a four-role exam.

First, the person can't be your qualifying child or the qualifying child of any other taxpayer.

Next, they must either live with you all year as a member of your household without violating local police force. Alternatively, you can pass this exam if the relative is related to you in one of the following ways:

• Child
• Stepchild
• Foster child
• Descendant of any of the above
• Brother
• Sister
• Half-brother
• Half-sister
• Stepbrother
• Stepsister
• Father
• Female parent
• Grandparent
• Other straight ancestor (just not foster parent)
• Stepfather
• Stepmother
• Son or daughter of your brother or sister
• Son or girl of your half-blood brother or half-sister
• A brother or sister of your father or mother
• Son-in-law
• Daughter-in-law
• Father-in-law
• Mother-in-law
• Brother-in-law
• Sister-in-law

These relationships nonetheless count if they were created by union even if your spouse dies or you get divorced.

Third, the person's gross income must be less than $4,200 for the twelvemonth.

Finally, you take to provide at least half of the person's total support for the year.

Special rules

Equally you tin imagine, there are many special rules and further definitions that must be explored when determining if a person is a qualifying child or relative.

The details are complex. For case, there are special rules for a qualifying child of more than one person. You can read more near them hither.

Another case is that full-fourth dimension students up to age 24 may qualify to exist a dependent of their parents in sure circumstances.

Read IRS Publication 501 for the complete details about claiming dependents and all of the special rules.

What Happens If You Claim Yourself or the Dependent, Too?

You may not know that you or your dependent has already been claimed. If this is the case, you'll likely detect out when you lot file your income tax render.

You'll receive an error stating your or your dependent has been claimed on either their ain tax return or someone else'south if y'all e-file your return. If yous newspaper file, y'all'll get a mailed notice from the IRS.

You won't exist able to e-file your tax return when this error occurs. You'll have to file a newspaper return.

If you already know someone else has incorrectly claimed you or your dependent, you don't have to endeavour to e-file your render. Instead, skip straight to filing a paper return to get the dispute process started.

How to Ready the State of affairs and Correctly Claim Yourself or Your Dependent

If you know who improperly claimed you or your dependent, you can ask them to file an amended return to set the trouble.

This process takes fourth dimension, though. Yous'll still probable need to paper file your revenue enhancement render to get information technology in on time.

In other cases, y'all may not know who incorrectly claimed you or your dependent. Identity thieves won't ship y'all a give thanks you card.

When this happens, you'll demand to file your paper taxation render properly challenge yourself or your dependents.

Once the IRS processes your return, usually about ii months afterward, they'll contact you and whoever else claimed you or your dependent by letter.

The IRS will then start the process of figuring out who is correctly challenge yourself or the dependent. They do this by asking both parties to ameliorate their returns or do nothing.

At present:

If neither party amends their return and takes the double-claimed dependent off, the IRS may audit both taxpayers to decide who should really claim yourself or the dependent.

When you're audited, you lot'll have to provide documentation showing why yous're entitled to claim yourself or your dependent. The other person will accept to do the same.

Afterward the IRS examines the information all parties submit, they'll decide who gets to merits you or your dependent. They'll also assess any penalties or other taxes that are due from the person that should not take claimed you or your dependent.

Unfortunately, this is not a fast process.

It tin necktie upward your taxation refund until it is resolved, as well.

Prevent This Headache by Taking These Steps

Since dealing with more than i person challenge either yous or your dependent is a nightmare, it makes sense to try to avert this.

First, don't give out your own or your dependents' Social Security Numbers if at all possible. Many places may ask for this data on intake forms, such equally doctors' offices.

The information is rarely necessary but tin can be useful if a provider needs to transport your bill to collections. Turn down to give out the information whenever possible so in that location is 1 less manner the data can exist exposed in a data breach.

If you know you're going to have conflict nearly challenge yourself or a dependent, look up the rules.

Based on the rules for claiming a dependent, explain your stance to the other person before y'all both file your tax returns.

Try to sort out who should rightfully claim y'all or your dependent to avoid a lengthy dispute with the IRS.

In some cases, it may make sense to have an agreement nigh when each person will claim a dependent.

If you're the person in question, talk with your parents to run across what makes the most sense for everyone as long every bit you're following the IRS's rules.

When parents get divorced, they may alternate which parent gets to claim the dependent each yr if they both qualify according to the IRS'due south rules.

In this case, get the agreement in writing. If the other parent is forgetful, remind them who gets to claim the dependent this year before they file their taxation render.

Become Professional Help

If you're frazzled by dealing with the IRS or you don't desire to deal with the headache yourself, consider hiring a tax professional to aid.

Certified Public Accountants may be able to assistance you deal with the IRS to properly claim yourself or your dependent.

While they won't likely be able to speed up the procedure, they can brand sure you provide the correct documentation to win the dispute.

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Source: https://www.mybanktracker.com/blog/taxes/claimed-dependent-wrongly-308108

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