Phil Marti <philmarti[at]aol.com> wrote:
- quote -

OK -- on my copy it's on page 4, but you are right. Thanks
for the tip, Phil.

__
Art Kamlet ArtKamlet [at] AOL.com Columbus OH K2PZH

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->

kamlet[at]panix.com (Arthur Kamlet) writes:

- quote -

See "Child of Divorced or Separated Parents" right under the
big "TIP" on page 3.

Phil Marti
Topeka, KS

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->

- quote -

Phil

Page 3 seems to contain rules on

a) How much can be claimed?

b) Whose medical expenses can be claimed??

The section I think you are citing andwers the issue a) You
can claim what you paid

The issue I am addressing is b) - whose expenses can be
claimed, assuming you did pay them

And the answer is you can claim medical expenses for you or
your spouse or your medical dependent.

Putting these together, you can claim the medical expense if

a) you actually paid them, and
b) if it was for you, your spouse or your medical dependent.
c) (not on page 3) if it is an allowable expense

__
Art Kamlet ArtKamlet [at] AOL.com Columbus OH K2PZH

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->

- quote -

There's a special rule for this situation that allows both
parents to claim what they paid. See page 3 of Pub 502.

Phil Marti
Topeka, KS

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->

jsmith9543[at]aol.com
(JSmith9543) writes:

- quote -

Yes. See IRS Publication 502.

- quote -

"Dependent" in this context is a work of art. If her father
is claiming her dependency exemption then, no, she's not
your dependent. See above for her medical expenses. As
long as she's unmarried, for EIC it doesn't matter whether
she's your dependent or not. The only things that matter
are her age and whether she lived with you for more than
half the year.

Phil Marti
Topeka, KS

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->

JSmith9543 <jsmith9543[at]aol.com> wrote:

- quote -

If the father claims her as a dependency exemption, then he
is the only one who could claim her medical costs.

You can claim her for EIC if she lived with you most of the year.

__
Art Kamlet ArtKamlet [at] AOL.com Columbus OH K2PZH

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->

can i claim medical expenses for my daughter (I paid them)
although her father (we are divorced) claim her as his
exemption? For both EIC and medical, i can still claim her
as my dependent - right?

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->

Victor Roberts wrote:

- quote -

Looks good to me!

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->

Victor Roberts wrote:

- quote -

Technically (if you read the IRC), a dependent is defined by
3 tests as you listed them. Who may claim an exemption for
a dependent is defined by 2 tests unless it is a child under
age 19 or under age 24 and a full time student. Then it is
defined by 1 test.

--
Alan
http://taxtopics.net

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->

Victor Roberts <Vic[at]Lighting-Research.com> writes:

- quote -

This is correct. It allows one to deduct medical expenses
paid for a person who would be a dependent absent the joint
return and gross income tests.

Phil Marti
Topeka, KS

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->

I just discovered something interesting that may be useful
to other non-professionals like myself (assuming I am
correct.)

The general rule for determining who is your dependent (to
claim an exemption for example) is described in Publication
17 and includes the five tests that have been discussed in
earlier threads:

1) Member of household or relationship test.

2) Citizen or Resident test.

3) Joint Return test.

4) Gross Income test

5) Support test.

However, for Medical Expense deductions Publication 502 uses
only tests 1, 2 and 5. There is no Gross Income test or
Joint Return test for medical expense deductions.

If this is not correct, I assume I will be corrected.

--
Vic Roberts

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->