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-   -   Dependent Claim (https://www.askmehelpdesk.com/showthread.php?t=162204)

  • Dec 12, 2007, 08:44 PM
    chuncham
    Dependent Claim
    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.
  • Dec 12, 2007, 09:18 PM
    Fr_Chuck
    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
  • Dec 12, 2007, 09:26 PM
    chuncham
    She is getting Medicaid and supplemental income besides retirement pay.
  • Dec 12, 2007, 09:36 PM
    Fr_Chuck
    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.
  • Dec 12, 2007, 10:23 PM
    chuncham
    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.
  • Dec 13, 2007, 09:26 AM
    AtlantaTaxExpert
    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.
  • Dec 13, 2007, 09:32 PM
    chuncham
    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.
  • Dec 14, 2007, 08:58 AM
    AtlantaTaxExpert
    Glad to help!

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