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MGC94
Level 7
March 9, 2023
Question

HOH

  • March 9, 2023
  • 5 replies
  • 14 views

Can taxpayer claim his dad? 

Taxpayer is 50 owns the house and pays all the bills. He makes about $60K

The dad makes $80,000 with pension and social security he is retired 80 years old 

 

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5 replies

BobKamman
Level 15
March 9, 2023

No

IRonMaN
Level 15
March 9, 2023

Seriously, you can't figure that one out on your own?  

Slava Ukraini!
Just-Lisa-Now-
Intuit Community Champion
March 9, 2023

If I remember correctly,  you took this business over for a relative that passed and you kind of got dropped in over your head, but this is very basic Tax 101.

You're doing your clients a disservice to be in the dark over basics like this.

Do you have ANY reference books on your desk to look up these kinds of things? 

or even Googling   Who Qualifies For Head of Household

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
IRonMaN
Level 15
March 9, 2023

A copy of the 1040 instructions?

Slava Ukraini!
Intuit Community Champion
March 9, 2023

Sometimes statuses can be a bit tricky but you really need to have some reference materials on hand or even google is a wonderful thing. In order to learn, you must look up these things for yourself instead of the easy answer. 

Or ask here for the reference and someone will point you in the right direction. I try to research myself but sometimes I need a little direction. 

MGC94
MGC94Author
Level 7
March 9, 2023

Thank you. Is there a cut off for the income? How come some parents can be claimed? Is it only if they have social security and nothing else? 

dkh
Level 15
March 9, 2023

Several people have answered your question.   Bob Kamman told you No.   Others answered:   use some reference material to figure this out for yourself.

qbteachmt
Level 15
March 9, 2023

Here is a resource page to bookmark. It is Wizards. The IRS calls them Interactive Tax Assistant. You will see topics such as "What is my filing status?" and "Who may I claim as a dependent?"

By the way, "you" and the client's info, are the I in this process.

https://www.irs.gov/help/ita

 

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