Can a partner be claimed as a dependent if we share bank accounts?

ElephantStripes
ElephantStripes Member Posts: 2 Newcomer
in Credits/Deductions

I haven't earned an income in a few years and meet all the qualifications for my partner to claim me as a dependent. We have lived together for decades and he has been supporting me the last few years but all of our financial accounts are joint/shared (in both our names). He hasn’t claimed me before, as we thought it only applied to blood related dependents.

Does having joint accounts get in the way of proving he paid more than half of my support, in the off chance his return is audited? We sometimes use my CC to pay for things, sometimes his, but we’re authorized users on each. All bills (rent, utility) get paid using the joint accounts, but the source of the money in the accounts have all been coming from him the last few years.

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Answers

  • pandaexpressfan_1
    pandaexpressfan_1 Member Posts: 32 Level 4

    If you meet all of the 4 requirements, which are mentioned in the answers of this article, then your partner would be able to claim you as a dependent. I can't speak for the IRS, but since one of the requirements is that you need to make less than $5,050, it would seem like a pretty easy argument to prove, if you were to get audited. If you're concerned about getting audited, i saw freetaxusa offers audit defense protection for pretty cheap.

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