This is a very complex question and irs rules are very strict so i advise you to consult a tax professional. I worked at H&R Block for 11 years and we came across this question often. There is a worksheet they will use to help you determine if you are eligable to claim her.
If you and your husband are paying more than 50% of your mother's needs, then you should be able to declare your Mom as a "dependent". Check on-line with the IRS to get the full explanation for an adult dependent.
Yes you can as I did, an gave her 1/2 of what I got back BUT she can not earn but so much so that you can do so if she decides to work or is working ...! Last year my mother of 80 years old could not earn over $4000.00 ...!
That is fantastic news to find out. It never occurred to me that we might be able to claim her on our taxes. My mom has been living in our Florida house and now we are relocating there as well. She is only paying for electricity and her cable bill so this will be quite a savings for us.
RoxieB, does your CPA know you live in Mom's house? To claim someone as a dependent, you have to provide more than 1/2 their support, which includes housing. If Cindy's mom lives in Cindy and husband's house with just the 3 of them, then 1/3 of the household expenses would be part of Mom's support.
Agingmyself ...My CPA knows, an over 1/2 my income supports this household ...! Mom pays pretty much just the utility bills, plus buys groceries every now, an then ...! My brother and I pay ALL her rent, and I buy about 85%of food items ...!
RoxieB, Sorry if I misunderstood your comment that you live in your mom's house. To clarify, it doesn't matter if ALL your income goes toward another's support, you can only claim that person as a dependent if you provide more than half of her support.
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