How to file a tax return with a boyfriend or girlfriend

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US taxpayers can include in their declaration not only spouses, but also a boyfriend or a girl with whom they live. This can help reduce the amount of taxes. However, for this you need to meet certain conditions. Experts Interviewed Go Banking Rates, told us how to complete the necessary documents and find out whether your situation meets the requirements of the law.

Why is it beneficial to file a declaration together?

If, for example, you want to include your girlfriend in the declaration, you will need to indicate that she is a person dependent on you. This means that you spend a certain amount every month in order to provide it with housing, food, clothing and other vital things. As specified in IRS, the amount of tax payments can be reduced by $ 4050.

How to include a girl or young person in your tax return

You will need to provide in IRS information about the relationship you are in. And also indicate in detail how much money you spend on the support of this person. If your situation meets the following requirements, you can get a tax deduction.

Pair requirements

1. Do you live together

To meet the criteria, you must live together for at least the 1 calendar year.

2. You provide more 50% support to your partner.

In other words, you pay more than half of its expenses on housing, food, medical care, education, and other items. Do not forget to collect all the checks and bills.

3. Your partner earned less than $ 4 thousand per year

If during the calendar year your partner managed to earn more than $ 4 thousand, it means that he may well support himself. And you will not be able to include it in your tax return.

Exceptions

Even if your situation meets these 3 criteria, there are a few exceptions that will not allow you to file a tax return with your partner.

1. It is already included in the tax return of another person.

For example, your girl's mother may include her in her declaration as a dependent family member. This way you will not be able to file a declaration together.

2. He is not a US citizen or resident in the country.

Your partner must be a citizen or permanent resident of the United States, Canada or Mexico to be able to file a declaration with you.

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