Discussion:Dependents in Mexico

From TaxAlmanac, A Free Online Resource for Tax Professionals
Note: You are using this website at your own risk, subject to our Disclaimer and Website Use and Contribution Terms.

From TaxAlmanac

(Difference between revisions)
Jump to: navigation, search
Revision as of 11:49, 29 April 2006
Martineo (Talk | contribs)
(One more advise:)
← Previous diff		 Revision as of 15:00, 30 April 2006
Oaxacquita (Talk | contribs)
(Muchas Gracias)
Next diff →
Line 44: Line 44:
Have a great day, and a great headache. Have a great day, and a great headache.
}} }}
 +
 +{{ForumReplyPost|UserID=Oaxacquita|Date=30 April 2006|Text=Martineo:
 +
 +Thank you for responding to inquiry....I will look into the reference material you have suggested. I'm using "The Tax Book" put out by Tax Materials, Inc" (a clone version of QuickFinder), but their explanation regarding my tax issue seem be a bit unclear.
 +
 +I gather from the number of responses I received from my inquiry, not many of our seasoned collegues run into this type of issue very often.
 +
 +Muchas Gracias
 +
 + }}

Revision as of 15:00, 30 April 2006

Discussion Forum Index --> Tax Questions --> Dependents in Mexico

Oaxacquita (talk|edits) said:

28 April 2006
Greetings Everyone:

I'm new to this business, so please bear with me...I have a taxpayer who would like to declare several siblings who reside in Mexico as dependents. Two of siblings are under 18 and the other two are 19 and 20. He supports the entire family still left in Mexico, can the taxpayer declare them as dependents even though the individual are not living with him? I would appreciate a response.

Thank You....or as they say in old Mexico...Muchas Gracias.

Martineo (talk|edits) said:

29 April 2006
Si se puede- I guess that "yes" He can

(Pero me olvide del significado de siblings, half-brothers?? I'm too tired ,and I left my reference book at work. Technical problem : An ITIN number need to be obtained. Wait for more answers.

Martineo (talk|edits) said:

29 April 2006
Si se puede??- I'm back- I got a rest.

No se puede

-- Maybe . Lets see: Qualifying children include your children, siblings if a residence test and age or student test are also met. In addition, the residfent test. Tests: 1- Relatinship test:

Your children, stepchildren, and your siblings meet the relationship test

2- Residence test; NOPE- The children must have the the same residence as him for more than half of the year.

Age test(or student test) : Yes. Under age 19 or a ful time student under age 24 at the end of that year.

Then: One test is missing - or fail-- No a qualifying children NO SE PUEDE- No , Now What about a qualifyng dependent? It could be IFFFFF they are not a qualifyng children for somebody else. IOn my view: YES Taxpayer definition in my view apply just for residents in USA, not in Mexico. And, they are not making more than $ 3 , 200. (I guess Not . There are in Mexico. Conclusion: Maybe. It would be hard to do it . A SSN or an ITIN card need to be obtained.

Martineo (talk|edits) said:

29 April 2006
One more advise:

Buy the Book J K Lasser's Your Income Tax 2006- I'm planning to get the professional edition for next tax season--if still alive. Pages 419 and 420 explain what I wrote. Have a great day, and a great headache.

Oaxacquita (talk|edits) said:

30 April 2006
Martineo:

Thank you for responding to inquiry....I will look into the reference material you have suggested. I'm using "The Tax Book" put out by Tax Materials, Inc" (a clone version of QuickFinder), but their explanation regarding my tax issue seem be a bit unclear.

I gather from the number of responses I received from my inquiry, not many of our seasoned collegues run into this type of issue very often.

Muchas Gracias

Retrieved from "http://taxalmanac.org/index.php/Discussion:Dependents_in_Mexico"