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Who can I claim as a dependent if they are not a relative?

Hemi

If I claim my fiance as a dependent..do I have to claim his SSI check as income?

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GeorgeG

Hi Hemi!

In general, to claim a person who is not a relative as a dependent on your tax return, the following criteria must be met:

The other person must have lived with you all year as a member of your household as long as your relationship did not violate local law.
The other person's gross income must be less than $5,050.
You must have provided over half of the other person's support during 2024.

If your fiancé meets the above rules, you can claim him or her as a dependent on your tax return.

Generally, SSI is not taxable income and does not need to be reported anywhere on your federal tax return. It is treated the same as welfare benefits or workers' compensation, which are other sources of income that are not taxable and are not reported on a tax return. However, if your fiancé has other sources of income that must be reported, their gross income must still be less than $5,050.

Here is a helpful tool from the IRS to help determine if you can claim someone as your dependent: https://www.irs.gov/help/ita/whom-may-i-claim-as-a-dependent

Hemi

He meet all requirements. Except SSI yearly is 12,500..and he has no other income... So can I still claim him?

Kinsley

Since that SSI does not need to be included your fiancé's gross income, you can still claim him.

You are welcome to visit this IRS page to view the rules for gross income in regards to claiming a dependent:

https://itap1.for.irs.gov/owda/0/resource/Dependents_ITA/en-US/help/grinc2021.html

Hemi

Ok so when it ask me. as a dependent is he disabled and SSI amount? Do I put in what he brings home from ssdi?

JohnW

Since that SSI does not need to be included your fiancé's gross income, you would not include the SSI.

Hemi

So I put he is disabled and no income and no SSI?

JohnW

If you're listing your fiancé as as dependent, one would not expect to be required to report income and disability status.

AndyS

Great question! You would only mark that he is disabled if he is considered "Permanently and Totally Disabled." The IRS considers someone to meet this criteria if both 1 and 2 below apply:

They can't engage in any substantial gainful activity because of a physical or mental condition.
A qualified physician determines that the condition has lasted or can be expected to last continuously for at least a year or can be expected to result in death.

You can read more about the IRS definition of disability in order to see if it meets your situation here:

https://www.irs.gov/instructions/i1040sr#en_US_2023_publink100018816