Recommend Our Site to Your Friends!

Print This Page

Subject:  Tax question
From:  Anonymous
Date:  Wed, 28 Jan 2004

Hi. I was looking through your website it was very helpful.

What are the income requirements if someone else (not a parent) is going to claim me as a dependent? Is it based on my W-2 income? Does that person have to bring my W-2 to his or her tax return preparer?: Do I have to go to the tax return preparer with that person?

Thanks.

Answer

Date:  Mon, 02 Feb 2004

Hello,

The gross income for dependents other than student dependent children must be less than $3,050 for to qualify as a dependent for 2003. Gross income includes taxable income from all sources, not just W-2 income. Most income tax return preparers do not require having the dependent's Form W-2 to claim that person as a dependent. You do not have to be present at the interview. Your name and social security number will be reported on the tax return of the person who claims you as a dependent.

Remember that other requirements must be met in order to qualify as a dependent.

Good luck!
Mike Gray

For answers to new questions, subscribe to our newsletter, Michael Gray, CPA's Tax & Business Insight by filling out the form below.

IRS Circular 230 Disclosure: As required by U.S. Treasury Regulations, you are hereby advised that any written tax advice contained on this website was not written or intended to be used (and cannot be used) by any taxpayer for the purpose of avoiding penalties that may be imposed under the U.S. Internal Revenue Code.