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Author: TheMax Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 121179  
Subject: Tax Credit For Disabled Date: 3/11/1999 10:17 PM
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I have a totally disabled aunt who resides with me from time to time, although she does not permanently live with me. She can sometimes reside with me for up to two years at a time to escape the cold up north (I live in Florida). Due to her disability, she is a social security recipient. Can I take a tax credit for her for the tax years that she resides with me fully for that year, although she files income taxes on her social security income as well, and she does not permanently reside with me?
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Author: JABoa Big gold star, 5000 posts Feste Award Nominee! Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 12001 of 121179
Subject: Re: Tax Credit For Disabled Date: 3/11/1999 10:55 PM
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Beware, I am treading on thin ice here. You want to look at the Form 1040 Instructions, Page 19. As I read it, you may be able to file as Head of Household and claim your aunt as dependent, if you paid more than half the cost of keeping up a home for her, and if her income, which as I read it may well not include Social Security income if she is poor enough, is less than $2700.

But regarding the tax credit for the disabled, I think this can only be taken by her: see Page 31.

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Author: TMFTaxes Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 12182 of 121179
Subject: Re: Tax Credit For Disabled Date: 3/15/1999 12:01 AM
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[[I have a totally disabled aunt who resides with me from time to time, although
she does not permanently live with me. She can sometimes reside with me for up
to two years at a time to escape the cold up north (I live in Florida). Due to her
disability, she is a social security recipient. Can I take a tax credit for her for the
tax years that she resides with me fully for that year, although she files income
taxes on her social security income as well, and she does not permanently reside
with me?]]

A tax credit? No. But you may be allowed a dependent deduction. Read more about dependents and the rules that must be followed in order to claim somebody as a dependent in my post on this issue in the Taxes fAQ area.

TMF Taxes
Roy

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