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chuncham
Dec 12, 2007, 08:44 PM
I claimed my mother as dependent in 2006 after checking if all requirements are met. But she is afraid of losing part or all of her social security benefits.

I am considering filing an amendment to disclaim her as dependent. But I am afraid when it is time for social security to review her status again, my amendment to disclaim her would not show up. And we end up losing at both ends.

Do anybody have any idea or any lead I can research or call?

Thanks in advance.

Fr_Chuck
Dec 12, 2007, 09:18 PM
Not sure what one has to do with the other, is she getting it as some depenent status,

If this is retirement pay, what review of her status

chuncham
Dec 12, 2007, 09:26 PM
She is getting Medicaid and supplemental income besides retirement pay.

Fr_Chuck
Dec 12, 2007, 09:36 PM
If you claimed on your taxes that you provided for her, supplying her over 1/2 of her support. what you did to claim her, then she would have to be reporting the money you are giving her.
So if the money you give her, puts her over the limits then yes it can effet her medicaid.

chuncham
Dec 12, 2007, 10:23 PM
Yes Chuck,
I did provide her support, I don't know if it is over 1/2 or not. I had to write a statement for her to file to SSA. It was approved. And we have done this many many times.

(The problem is I did not claim her as dependent in the past. But discovered I could recently. So I claimed her in 2006, filed in 8/07 after her most recent review in 4/07. But I don't want to jeopardize her Medicaid, so I am considering disclaiming her.)

Theoretically, it should not. I told what I provide her to SSA in the letter and it happened that I can also claim her as dependent. But to be safe, I want to make sure that <SSA won't see my claiming her as dependent as something more than I had already told them>.

I guest I could talk to SSA. But trying to talk to them is like impossible.

AtlantaTaxExpert
Dec 13, 2007, 09:26 AM
It MAY affect her Medicaid, which is administered by the state. Call the state office and ASK!

It will NOT affect either her Medicare or her Social Security benefits, because those benefits are normlly NOT taxable and are NOT factored into the formula to determine support.

chuncham
Dec 13, 2007, 09:32 PM
I suppose that is the best route. It is a calling and waiting in line campaign I am trying to avoid.

Thanks for the reply ATE.

AtlantaTaxExpert
Dec 14, 2007, 08:58 AM
Glad to help!