Eic

[bekzm]

Taxpayer and spouse MFJ both are 70's. She still works being self employed. Have a 44 year old who is intellectual disability ( mental retardation) now a days I'm not for sure on the correct words - but with her working and only making about $16000 net it is saying they qualify for EIC. In my gut I want them to have the extra help giving them the EIC but not for sure the legal stuff. Can anyone help.

Thanks

[BP.]

Sounds EIC eligible. Since S/E is involved, I'd just make sure to retain good (client-supplied) records for income/expenses. Is the adult child receiving SS disability? I like to keep a copy of the disabled dependent's 1099SSA as proof of being an EIC-qualifying-child.

[kathyc2]

"Proof of Permanently and Totally Disabled. To prove your claim of EITC for a child who is permanently and totally disabled, you need a letter from the child’s doctor, other healthcare provider or any social service program or agency verifying the child is permanently and totally disabled."

http://www.irs.gov/Credits-&-Deductions/Individuals/Earned-Income-Tax-Credit/Disability-and-Earned-Income-Tax-Credit

[bekzm]

Thanks

Yes he was born this way. Really good advice
Thank you

[FEDUKE404]

Question of interest

Just curious about this scenario.

In theory the situation would allow a disabled (adult) child to qualify the older parents with some earned income to claim the EITC.

However, isn't there a reasonable chance said parents might be running into a roadblock as relates to the AGI ($43,941) and/or investment income ($3,350) limits associated with claiming the EITC for one individual? (IRS info link: http://www.irs.gov/Credits-&-Deducti...Credit-Amounts )

FE