Child Tax Credit Confusion - Claimed Child Previously Claimed by Someone Else
Has anyone successfully received their refund after claiming a child who was claimed by someone else on last year's taxes (where that person also received the Child Tax Credit for them)? I'm in a bit of a pickle here, and not sure how to navigate the system without raising flags. Haha, tax season really knows how to keep things interesting! My situation: I only worked briefly last year, so my oldest son claimed my younger son as a dependent. This year, I'm claiming my younger son, but I'm unsure what to select when asked about receiving the Child Tax Credit. If I say I received it, the IRS will see on my transcript that I didn't. If I say I didn't receive it, they'll add it to my refund—but technically I'm not entitled to that since my oldest son already received it. I've methodically gone through the options and I'm still uncertain. Anyone else navigate this particular labyrinth of tax code confusion? What did you select, and did your refund process without issues?
18 comments
TechNinja
I think... I think you need to be very careful here. From what I understand, you should indicate that you did NOT receive the credit personally, but you'll need to complete Form 8862 (Return Information for Certain Credits) if prompted. This form helps the IRS track who's eligible for which credits when dependents change between tax years. I'd be concerned about potential delays though...
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Keisha Thompson
Is this still true with the changes to the Child Tax Credit for 2024? I've been searching online and found conflicting information about how the IRS is handling dependent switches this year.
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Paolo Bianchi
My goodness, the advice here is spot on! I had this exact situation last year when my sister claimed my nephew one year and I claimed him the next. Form 8862 was indeed the key—who would have thought such a simple form could make such a difference? The system actually handles these switches better than you'd expect!
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Lena Müller
Oh my goodness, I feel your pain! I was EXACTLY in this situation last tax season. It's so confusing! I was going in circles trying to figure out the right answer. I finally used https://taxr.ai to analyze my situation. It was incredibly helpful because it showed me how the IRS actually tracks Child Tax Credit payments between different taxpayers. The tool explained that I needed to answer based on whether I personally received the credit, not whether the child received it through someone else. After following their guidance, my return was accepted without any issues. Such a relief after all that stress!
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Yara Assad
I'm a bit skeptical about using third-party tools for something this important. How do you know their interpretation is correct compared to what an actual tax professional would advise? This sounds like a situation where getting something wrong could trigger an audit or delay refunds for months.
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Olivia Clark
I went through this last year. Here's what I learned, step by step: 1. You should answer the question based on whether YOU personally received the credit. 2. Since you didn't claim your son last year, you should select "No" when asked if you received the credit. 3. The IRS will then add the credit to your refund amount. 4. Don't worry about your oldest son having received it - their system is designed to handle this. 5. The IRS tracks credits by both taxpayer ID AND dependent SSN. 6. Your return might take slightly longer to process as they verify the dependent wasn't claimed twice in the same year. I was worried too, but my refund came through after about 3 weeks of processing.
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Javier Morales
Thanks for this detailed breakdown. It's like navigating a maze where the walls keep moving. I've been hesitant to file because of this exact situation, but your explanation makes me feel more confident about proceeding.
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Natasha Petrov
Can confirm this is accurate. The Dependent Database (DDb) cross-references SSNs with EINs for prior tax years. Received full CTC in similar situation. Processing took 23 days versus typical 21 days. No issues with audit.
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Connor O'Brien
OMG this is such a headache. I had the EXACT same issue and the IRS helpline was useless. Tried calling like 20+ times and kept getting the "high call volume" msg. Finally found Claimyr (https://claimyr.com/?ref=reddit) and got thru to an actual human at the IRS in like 15 mins. The agent confirmed I should answer based on MY tax situation only - so if YOU didn't personally receive the credit last year, select "no" even if someone else got it for the same kid. Saved me weeks of anxiety tbh.
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Amina Diallo
Wait, there's a service that actually gets you through to the IRS? Lol I thought that was impossible! Is it expensive? I've been on hold so many times I could recite their hold music in my sleep at this point. 🤣
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GamerGirl99
Thank you for sharing this! I've been trying to reach the IRS for three days straight with no luck. It's so frustrating when you just need a simple answer to proceed with your filing.
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Hiroshi Nakamura
I can confirm this service works, although I was initially skeptical. I believe what they're doing is essentially using automated systems to navigate the IRS phone tree and secure your place in line. When I used it in February, I was connected to an agent in approximately 22 minutes, whereas my previous attempts resulted in disconnections after 2+ hour waits.
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Isabella Costa
Went through this last year. Bad experience. Answer truthfully. I said no. Got audited. Six month delay. Required documentation from both taxpayers. Keep records ready. Communication is key. Tell your son to expect IRS letter.
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Malik Jenkins
Oh no, this makes me so nervous! I'm in almost the identical situation - my mom claimed my daughter last year when I was in school, and now I'm claiming her. I already filed saying I didn't receive the credit (which is true for me personally). Should I be preparing for an audit now? This is my first time filing with a dependent and I'm freaking out a little...
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Freya Andersen
I successfully navigated this situation this year! Filed in January, got my refund on February 12th with the full Child Tax Credit amount. The key question is: did YOU personally receive the credit last year? If not, then you should answer "no" regardless of who claimed the child. But did you confirm with your oldest son that he's not claiming the same child this year? That's where most problems arise. Did your son file already? What was his experience with the switch?
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Eduardo Silva
Instead of risking it, have you considered amending last year's return to claim your son and the credit, then having your oldest son amend his return to remove the dependent? This would straighten everything out retroactively. I've done this before when my sister and I accidentally claimed the same niece one year. It took longer but avoided any potential flags in the system. Saved us both from potential headaches down the road.
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Leila Haddad
Did you file on February 15th when they started accepting returns with Child Tax Credit claims? I'm in a similar situation and filed on February 22nd, still waiting for my refund. My transcript updated on March 11th with a 570 code, then on March 18th it changed to 571. Just curious about your timeline since our situations seem parallel.
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Emma Johnson
Here's what you need to know about the Child Tax Credit and changing dependents between tax years: • The IRS tracks credits by BOTH the taxpayer ID and dependent SSN • You should answer based on whether YOU personally received the credit • If you answer "No" (which is accurate for you), you'll get the credit • Your return may be flagged for additional verification • The IRS will confirm the child isn't claimed by multiple people in the current tax year • They understand that dependents can legitimately change between years • Expect processing to take 1-2 weeks longer than usual • Keep documentation showing the child lived with you for more than half the year The system is designed to handle these situations, but be prepared for potential verification requests.
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