Quote:
Originally posted by onetime2
Okay, here's one for you...
I put my fiancee on my employer's medical coverage for domestic partners. I pay about $1500 a year towards it with the company picking up the rest (about $5k). The employer's contribution counts towards my "Salary" for tax purposes obviously.
She didn't have a job when I put her on my plan but in Feb of last year she got one that offered benefits but they were more expensive and offered less flexibility so she stayed on mine. She is 26 years old and works full time. Can I get credit for any of what I pay for her in my filing? Can she be claimed as a "dependent"?
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There are five rules that must be met to claim a dependent.
Here is the first one:
"The claimed dependent in 2003 must have less than $3,050 of gross income for the calendar year. This gross income test does not apply if the dependent is a child of the taxpayer and either is under age 19 at the close of the calendar year or is a full-time student under age 24 at the end of the calendar year."
Based on her working full time, I'd say that one fails. Looks like no depdendency claim for you! Not to mention, she's probably claiming an exemption for herself on her return, which a dependant is not allowed to do.
As for the insurance payments for her, since she's not a dependent of you, I'd guess that you can't claim the payments. An itemized deduction is allowed for expenses paid during the tax year for the medical care of the taxpayer, the taxpayer's spouse, or a dependent.
So you probably can't do it. But be thankful, for keeping your fiancee healthy, right?