Qualifying Relative Test in 2021

Qualifying Relative
2021 Test

You might ask yourself, can I claim my girlfriend as a dependent? or can I claim your elderly mother or disabled nephew on your taxes? This qualifying relative test tool will provide you with the answer to questions like these. The 2021 eFile Tax Season closed on October 17, 2022; thus, you can no longer e-file 2021 Tax Returns anywhere. Use these 2021 tax calculators plus IRS and state forms to prepare your 2021 taxes before you mail them to the IRS.

Start and sign up now for the 2023 tax season and be part of the eFile.com Tax Win Zone. The eFile platform will help you claim tax credits and deductions to maximize your next tax refund. See below if you can claim a qualifying relative as a dependent on your return.

A qualifying relative is a person who meets the IRS requirements to be your dependent for tax purposes. If someone is your qualifying relative, you can claim them as a dependent on your tax return. They may also qualify for the Child Tax Credit, Other Dependent Credit, or the Child and Dependent Care Credit.

Who Is a Dependent or Relative for 2021?

Despite the name, an IRS Qualifying Relative does not necessarily have to be related to you. Use the RELucator tax tool below to find out if you have a qualifying relative and if they qualify for other tax credits!

RELucator: Qualifying Relative Test Learn more about Qualifying Relatives

Can You Claim Your Relative as a Dependent?

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Qualifying Relative Educator
Is the person a United States Citizen, U.S. resident alien, U.S. national, or a resident of Canada or Mexico with a valid SSN, ITIN, or ATIN who was born on or before December 31, 2021? More Qualifying Details
How is this person related to you? Relationship Details
Was the child under 18 as of Dec. 31 of the tax year? Dependents and Age
Was your child:
  • - Under age 19?
  • - A student under age 24?
  • - Permanently or totally disabled at any age?
  • If any of the above is true, click on Yes below.
Did the child live with you for more than half of the year?
Did the child provide more than half of his or her own support for the year?
Did the child file a joint tax return?
Is the person a qualifying dependent of any other taxpayer?
Did the person live with you all year as a member of your household?
Was the person's gross income for the year
MORE than $4,300? Qualifying Relative Income
Did you provide more than half - 50% plus -
of the person's total support for the year? Support Details
Did you earn income during the tax year? Earned Income Details
Did you pay expenses for the care of your dependent to allow you to work or look for work? Dependent Care Expense Details
Are you excluding or deducting at least $3,000 of dependent care benefits for this dependent?
Were your dependent care payments made to:
  • - Someone you or your spouse could claim as a dependent?
  • - Your spouse?
  • - The parent of your qualifying child who is under age 14?
  • - Your child who was under age 19 at the end of the tax year?
Select your filing status:
Do you know the care provider’s name, address, and identifying number? Or if not, did you make a reasonable effort to get this information? (See due diligence.)
Here are your results:
Is this person your dependent, and can they be included on your tax return?
No
Does this person qualify for the Child Tax Credit, worth up to $3,600 per child?
No
Does this person qualify for the Credit for Other Dependents, worth up to $500 per person?
No
Can you claim the Dependent Care Credit for this person, worth up to $8,000?
No
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Start a current year return now on eFile.com for more personalized results before you e-file your taxes.

After using the tool to determine the status of one or more relatives or dependents, use these calculators and tax forms. Understand your tax situation before you fill in the 2021 Forms. See our state tax page for state forms, resources, and more.

See more details on claiming a qualifying relative on your return. Generally, if someone lives with you and you care for them, they may qualify as your dependent for tax purposes. This includes family relatives but can also include a boyfriend or girlfriend. It does not, however, include a wife or husband you support. There are no circumstances when you can claim your spouse as a dependent on your taxes, even if you provide their support (stay-at-home parent, disabled spouse, unemployed, etc.). When you file as married filing jointly, you are given several tax breaks, which are more beneficial than claiming an adult dependent.

You can file your current year return regardless of when you mail your 2021 Return. Use eFile.com to e-file your currently due taxes each year so you do not have to worry about filling out and mailing complicated federal and state tax forms.

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