Eli Posted February 19, 2010 Report Share Posted February 19, 2010 Young lady turned 24 on Nov 11, 2009. Work and goes to school. She earned just under $12000 in '09. Parents earned $16K. Parents claimed their 17 year old son & their 24 year old daughter(previously mentioned). The daughter says the parents were told at a VITA site that it would be best to claim her for financial aid purposes. I think the daughter should file on her own & parents should amend their return. There's no difference in the amount of their refund so that shouldn't be an issue. The mom says that she'll have to go back to the VITA site to confirm what I told her. Is my thinking correct here? Thanks! Eli Quote Link to comment Share on other sites More sharing options...
TAXBILLY Posted February 19, 2010 Report Share Posted February 19, 2010 Over 23 and earned more than $3650. Can't be claimed by parents. taxbilly Quote Link to comment Share on other sites More sharing options...
Eli Posted February 19, 2010 Author Report Share Posted February 19, 2010 Thanks, TaxBilly! She will be happy. She was losing almost $800. Thanks again for that confirmation. Eli Quote Link to comment Share on other sites More sharing options...
jainen Posted February 19, 2010 Report Share Posted February 19, 2010 >>she'll have to go back to the VITA site<< I recommend she give up on those guys. In my opinion, she should get financial aid advice from the experts in the college Financial Aids office. Quote Link to comment Share on other sites More sharing options...
Gail in Virginia Posted February 19, 2010 Report Share Posted February 19, 2010 >>she'll have to go back to the VITA site<< I recommend she give up on those guys. In my opinion, she should get financial aid advice from the experts in the college Financial Aids office. Or at least check with her hair stylist :lol: Quote Link to comment Share on other sites More sharing options...
Jack from Ohio Posted February 19, 2010 Report Share Posted February 19, 2010 FAFSA requirements about who is considered in the household for qualification are different than the IRS requirements for dependent. Don't get the two confused. Quote Link to comment Share on other sites More sharing options...
kcjenkins Posted February 19, 2010 Report Share Posted February 19, 2010 I's the parents who went to VITA, I think, not the daughter. But yes, the VITA people were wrong to take her once she was over 23. They may or may not be able to do a 1040X, tho. Quote Link to comment Share on other sites More sharing options...
Eli Posted February 20, 2010 Author Report Share Posted February 20, 2010 I'm just going to prepare her return claiming her dependency. She can mail it in & let the IRS sort it out. It's quite a bit extra for her with tuition credits :-) Thanks for the replies!! Eli Quote Link to comment Share on other sites More sharing options...
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