dependent status on tax returns

jmmom
Sat, 29 Jan 2011 18:34:32 +0000

I’m not a tax professional, so don’t believe a word I say, lol.

But here is what happened in our case.

Through “failure to communicate”, S claimed himself for 2009 (graduated mid-May, same as you), started work and living in own apt. June 1, and independent financially.

H claimed him on our 2009 return since we covered more than half of his expenses for the year, having paid the big tuition nut plus room/board/etc.

The IRS noticed the double claim and sent each of us letters. Essentially told us to “pick one.” We picked that we could get the exemption, since it was worth more to us and we did the same kind of work-out as fendergirl’s family, us reimbursing S for the higher tax he paid without claiming himself.

Based on that, I think your mom can claim her (I’m guessing the IRS doesn’t get into the exact date in May that someone graduates).

But, as I say, this is just our experience.