2) Counting Income of Tax Dependents

The customer, age 42, is a tax filer and claims her mother, age 63, as a tax dependent.

The customer makes about $1,300 a month from her job while her mother’s income is $200 a month from her part-time job. The mother’s income is expected to be too low to have to file a tax return.

The customer’s budget group = Self and mother. The mother is the customer’s tax dependent, her income is below the tax filing threshold, and they are both in the budget group. Since all three conditions are met, the mother’s income is not counted in the customer’s budget. Total monthly income counted is $1,300.

The mother’s budget group = Self. The mother is the customer’s tax dependent, her income is still below the tax filing threshold, but the customer is not part of the mother’s budget group. The mother's income is counted in her own budget. Total monthly income counted is $200.

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2) Counting Income of Tax Dependents

Official source

The customer, age 42, is a tax filer and claims her mother, age 63, as a tax dependent.

The customer makes about $1,300 a month from her job while her mother’s income is $200 a month from her part-time job. The mother’s income is expected to be too low to have to file a tax return.

The customer’s budget group = Self and mother. The mother is the customer’s tax dependent, her income is below the tax filing threshold, and they are both in the budget group. Since all three conditions are met, the mother’s income is not counted in the customer’s budget. Total monthly income counted is $1,300.

The mother’s budget group = Self. The mother is the customer’s tax dependent, her income is still below the tax filing threshold, but the customer is not part of the mother’s budget group. The mother's income is counted in her own budget. Total monthly income counted is $200.