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  #7  
Old 03-06-2004, 07:14 AM
Phil Marti
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Default Re: dependency test

sftydvr[at]juno.com (sftydvr) writes:

- quote -

> If dad used you as a qualifying person
> for HOH while living in your home, it's wrong and a total
> waste anyway because he would owe no tax filing single.
> Guessing that you really supported him while he lived with
> you (> 50% of living exp), he could be a qualifying person
> for you.


No he couldn't. To be a qualifying person for HofH filing
status a parent must qualify as a dependent. Dad fails the
gross income test for dependency (see OP), so he can't be a
dependent, so he can't be a qualifying person for HofH.

Phil Marti
Topeka, KS

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  #6  
Old 03-05-2004, 07:35 PM
sftydvr
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Default Re: dependency test

forums_mp[at]hotmail.com (forums_mp) wrote:

- quote -

> Trying to get a feel for the right approach here.
> My dad lived with me for approximately 9 months in 03. For
> 03 his income - all told was - 3300. He filed his 03 taxes
> as head of household ( he bought - roughly 6 months after
> living with me - in Atlanta and has since moved). Trying to
> determine how I could go about claiming him as a dependent?
> I'm of the impression that I cant since he's already filed
> his taxes?


There is a lot of detail missing from what is needed, so
here's some guesses. If dad used you as a qualifying person
for HOH while living in your home, it's wrong and a total
waste anyway because he would owe no tax filing single.
Guessing that you really supported him while he lived with
you (> 50% of living exp), he could be a qualifying person
for you. When you file and show much more income yourself
and that the home for 2003 was yours, that his return is
wrong will be very clear. Will anything happen to him,
probably not because his tax is zero anyway and the taxman
has better things to do. Have you two ever considered using
a tax preparation professional? Respectfully, it looks like
you could be money ahead by just filing correctly in the
best way.

BC

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->
  #5  
Old 03-05-2004, 07:16 PM
Herb Smith
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Default Re: dependency test

forums_mp[at]hotmail.com (forums_mp) wrote:

- quote -

> Trying to get a feel for the right approach here.
> My dad lived with me for approximately 9 months in 03. For
> 03 his income - all told was - 3300. He filed his 03 taxes
> as head of household ( he bought - roughly 6 months after
> living with me - in Atlanta and has since moved). Trying to
> determine how I could go about claiming him as a dependent?
> I'm of the impression that I cant since he's already filed
> his taxes?


If he made over $3,050 of taxable income in 2003 (excluding
SS benefits) he CANNOT be your dependent. End of story. See
Pub 501 for the five dependency rules that you have to
satisfy.

Second, he cannot file as HEAD OF HOUSEHOLD if there was no
"qualifying person" living with him, and he did not provide
MORE than half of all household expenses for himself and
that person.

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  #4  
Old 03-05-2004, 07:15 PM
D. Stussy
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Posts: n/a
Default Re: dependency test

forums_mp wrote:

- quote -

> Trying to get a feel for the right approach here.
> My dad lived with me for approximately 9 months in 03. For
> 03 his income - all told was - 3300. He filed his 03 taxes
> as head of household ( he bought - roughly 6 months after
> living with me - in Atlanta and has since moved). Trying to
> determine how I could go about claiming him as a dependent?
> I'm of the impression that I cant since he's already filed
> his taxes?


You can't claim him, but not for the reason you stated. You
can't because his income exceeded the exemption amount of
$3,050.00, and therefore the gross income dependency test is
failed.

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  #3  
Old 03-04-2004, 12:16 AM
forums_mp
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Posts: n/a
Default Re: dependency test

Trying to get a feel for the right approach here.

My dad lived with me for approximately 9 months in 03. For
03 his income - all told was - 3300. He filed his 03 taxes
as head of household ( he bought - roughly 6 months after
living with me - in Atlanta and has since moved). Trying to
determine how I could go about claiming him as a dependent?
I'm of the impression that I cant since he's already filed
his taxes?

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->
  #2  
Old 03-03-2004, 01:31 AM
Arthur L. Rubin
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Default Re: dependent

forums_mp wrote:

- quote -

> My dad lived with me for approximately 9 months in 03. For
> 03 his income - all told was - 3300. He filed his 03 taxes
> as head of household ( he bought - roughly 6 months after
> living with me - in Atlanta and has since moved).


It's not NECESSARILY your problem, but his claiming
"Head of Household" requires that he supply over 50% of
the upkeep of a "household" for at least 6 months, and
have someone else living there who would be a dependent
but for "children of divorced parents" considerations.

However, he shouldn't pay any taxes unless he is
unable to claim a non-zero standard deduction for
some reason, so that may not be serious.

- quote -

> Trying to determine how I could go about claiming him as
> a dependent? I'm of the impression that I can't since
> he's already filed his taxes?


You can't. He's got too much income.

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  #1  
Old 03-03-2004, 01:31 AM
Phil Marti
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Posts: n/a
Default Re: dependent

forums_mp[at]hotmail.com (forums_mp) writes:

- quote -

> My dad lived with me for approximately 9 months in 03. For
> 03 his income - all told was - 3300. He filed his 03 taxes
> as head of household (he bought - roughly 6 months after
> living with me - in Atlanta and has since moved). Trying to
> determine how I could go about claiming him as a dependent?
> I'm of the impression that I cant since he's already filed
> his taxes?


Right impression, wrong reason. He fails the gross income
test for dependency. See IRS Publication 501.

Phil Marti
Topeka, KS

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Old 03-03-2004, 01:12 AM
CLJ1219
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Posts: n/a
Default Re: dependent

- quote -

> My dad lived with me for approximately 9 months in 03. For
> 03 his income - all told was - 3300. He filed his 03 taxes
> as head of household


What criteria did he meet to be eligible to file as head of
household? Does he have another house and children who live
there? How would he qualify as HOH if he lived with *you*
for about nine months?

- quote -

> I'm of the impression that I cant since he's already filed
> his taxes?


You can't file electronically but you can certainly file a
paper return and wait for the IRS to sort it out.

- quote -

> For a non-resident alien to be claimed as dependent. They
> must have an ITIN number or SSN number?


Unfortunately, I can't help you with that. The closest we
get to a non-resident alien, in a small town on the west
side of Atlanta, is someone who has just moved from New
Jersey or some other point up north. <G
Carol
What can one expect of a day that begins with getting out of bed.

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  #-1  
Old 03-02-2004, 04:10 AM
forums_mp
Guest
 
Posts: n/a
Default dependent

My dad lived with me for approximately 9 months in 03. For
03 his income - all told was - 3300. He filed his 03 taxes
as head of household ( he bought - roughly 6 months after
living with me - in Atlanta and has since moved). Trying to
determine how I could go about claiming him as a dependent?
I'm of the impression that I cant since he's already filed
his taxes?

For a non-resident alien to be claimed as dependent. They
must have an ITIN number or SSN number?

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