In article <gfd46g$mtn$1[at]reader1.panix.com> ,
rdadams[at]panix.com (Dick Adams) wrote:

- quote -

I will kick my 2¢ in because been there, done that - and this is really
not a tax question.

What qualifies at a dependent for *company insurance* purposes might not
have anything to do with what the IRS uses for *tax* purposes. Forget
the IRS and find our what the company insurance plan considered a
dependent.

--
-Ernie-

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Dick Adams wrote:
- quote -

There is the possibility that he already filed, even with no tax due in
order to have availed himself of the stimulus payment. Check it out.

You can find the 1040 instructions on irs.gov website and save a copy of
it to disk to peruse later with Adobe reader.

ChEAr$,
Harlan

--
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In article <gfd46g$mtn$1[at]reader1.panix.com> ,
Dick Adams <rdadams[at]panix.com> wrote:
- quote -


I take it 24-yr old son was not a full time student in any five months
of 2008?


Gross income test probably applies - dependent son gross income
must be less than $3500.


Publication 17 is the textbook, but it has gotten smaller and less
useful in the past several years.



Pub 501 contains the dependency exemption rules is a pretty
hard to understand format. It talks about uniform rules for
qualifying child, which are anything but uniform and you
don't have to be a child to qualify. And if a person is not
a qualifying child of any taxpayer (a specific term in itself)
then that person might be considered to see if he is a
qualifying relative. It's really all in Pub 501 and it correct,
so if you like a challenge, go for it.


Also a child who was not yet age 17 by year end might qualify for
child tax credit. And if the child did not gain parent the stimulus
rebate last year, try again this year.


And if son is not a dependent only vecause his gross income is more than
3500, cousin can still claim medical expenses paid for this kid.
In completely unofficial terms, the kid is a dependent for medical
purposes only.
--


ArtKamlet at a o l dot c o m Columbus OH K2PZH

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My cousin called me with this problem. I told her to call
my brother Michael, but he told her to call me.

Her son just turned 24, is not in school, does not live at
home, and she thinks he made less than $5,000 in 2007.
She wants to claim him as he dependent for 2007 so she
can put him on her health insurance. She says her company
just sent out a memo saying that dependent children will
be covered for Medical, Prescription Drug, and Dental
insurance until ther 25th birthday. Presume that is correct.
She already is Unmarried Head of Household with four other
children between 14 and 22.

Since these benefits do not kick in until January 1 and she
has no out of pocket costs for adding him now, I told her
to add him, but not to tell him. I also told her to call
me back after he gives her all of his W-2's.

According to her, she is currently providing him with cash,
food, and prescription drugs in excess of $5,000 a year.
My question is "What is the gross income level after which
she cannot claim him as a dependent?"

Also I haven't gotten a free Income Tax textbook since
2002. If anyone has a extra current textbook, please
send it to me.

Dick

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<< ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- >