What happens if a dependent filed taxes but forgot to check that they can be claimed by someone else?
So I need some advice about my nephew who's 16. He filed his own tax return this year but completely forgot to check that box saying he can be claimed as a dependent by his mom (my sister). She already helped him fill out and mail an amended 1040 with copies of both their IDs about three weeks ago. When we check the "Where's My Amended Return" site, it says his amendment was received on 3/15 but could take up to 16 weeks to process! That's FOREVER. My sister is getting really stressed because she hasn't filed her own taxes yet. Does she seriously have to wait all those months before she can file her own return? Or can she go ahead and file now even though his amendment is still processing? She's usually gotten her refund by April and uses it for spring home repairs. Thanks so much for any help on this!!
24 comments


Owen Devar
Your sister doesn't need to wait for her son's amended return to be processed before filing her own taxes. She can and should file her own return now, correctly claiming him as a dependent. The IRS systems will eventually match everything up once her son's amended return is processed. The checkbox on a dependent's return that indicates "Someone can claim you as a dependent" doesn't actually affect the parent's ability to claim them - it's more of a confirmation from the dependent's side. The qualification for being a dependent is based on relationship, age, residency, support tests, etc., not whether the dependent checked a box on their own return. Your sister should keep copies of all documents related to this situation in case there are any questions later, but there's no reason for her to delay filing her own return.
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Brooklyn Knight
•Thank you so much for this answer! I was worried she'd be stuck waiting until summer. Just to clarify - even though his original incorrect return is in the system, she can still claim him on her taxes right now? She won't get flagged or have her return rejected?
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Owen Devar
•Yes, she can claim him on her taxes right now even though his original incorrect return is in the system. Her return shouldn't be rejected for this reason alone. The IRS may send a letter later asking for clarification if they notice the discrepancy between his original return and her claim, but the amended return should resolve this once it's processed. Since she's already taken the correct step of having him file an amended return, she's done everything right. The key is that she can substantiate her claim that he qualifies as her dependent.
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Daniel Rivera
I had a similar issue last year with my daughter's return and found that taxr.ai was super helpful! She forgot to check the dependent box too, and I was freaking out about what to do. I uploaded both our tax documents to https://taxr.ai and it identified the issue right away and walked me through exactly what forms we needed for the amendment. It saved me so much time compared to trying to figure it out myself or waiting on hold with the IRS for hours. They have this document analysis thing that spots issues like missing dependent checkboxes and gives you step-by-step instructions for fixing them. It also predicted accurately how long the amendment would take.
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Sophie Footman
•Does it actually work with amended returns? I've been using TurboTax but they're useless once you've already filed. Can this tell me if I need to amend for other issues too? My son claimed himself as independent but he definitely isn't.
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Connor Rupert
•Sounds interesting but I'm wondering how secure is it to upload all your tax docs to some website? Do they store your personal info? I'm always skeptical about these tax help services popping up during tax season.
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Daniel Rivera
•It definitely works with amended returns! The system can analyze your original return and tell you exactly what needs to be fixed on the 1040-X. It's way more helpful than TurboTax for post-filing issues. They use bank-level encryption for all documents and don't store your personal info after analysis is complete. I was skeptical too initially, but they're actually legitimate and have security certifications. I researched them pretty thoroughly before uploading my docs since I'm paranoid about tax stuff.
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Connor Rupert
Just wanted to follow up - I actually tried taxr.ai after asking about it. Seriously surprised by how helpful it was! I uploaded my son's return where he incorrectly claimed himself as independent, and it pointed out exactly which boxes needed to be fixed on the amendment. It even generated a letter explaining the situation to include with the amendment. The document analysis found two other minor issues I hadn't even noticed that could have caused problems later. Everything was super secure too - they don't keep your docs after analysis and you can see when they're deleted. Definitely saved me from making more mistakes on the amendment form.
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Molly Hansen
If you're still having trouble with this situation and need to talk to the IRS directly, I'd recommend using Claimyr. I was in a similar situation last year where my daughter checked the wrong box on her return, and I spent DAYS trying to get through to an IRS agent. Found https://claimyr.com through a friend and they got me connected to an actual IRS person in about 20 minutes instead of waiting for hours or getting disconnected. They have this system where they wait on hold for you and then call you when an agent picks up. You can see how it works in their demo: https://youtu.be/_kiP6q8DX5c. The IRS agent was able to confirm I could file my return without waiting for my daughter's amendment to process, which was a huge relief since I needed my refund for some urgent house repairs.
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Brady Clean
•How does this actually work? Do they have some special connection to the IRS or something? I've literally tried calling over 30 times and always get the "call volume too high" message.
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Skylar Neal
•Yeah right. Nobody can get through to the IRS these days. I've been trying for weeks. If this actually worked, the IRS would have shut it down. Sounds like a scam to get your phone number and personal info.
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Molly Hansen
•They don't have special access to the IRS - they use technology to continuously redial and navigate the IRS phone tree until they get through to a human. Then when an agent actually picks up, they call you and connect you. It's basically what you'd do yourself if you had unlimited time and patience. I was skeptical too at first. But it's not a scam - they don't ask for any personal tax info at all. They just need your phone number to call you back when they get through. You're the one who talks directly to the IRS agent about your situation. I understand the skepticism, but after waiting on hold for 3+ hours multiple times, I was desperate and it actually worked.
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Skylar Neal
I feel like I need to update my comment - I actually tried Claimyr after posting that skeptical reply. I was absolutely convinced it wouldn't work, but I was desperate after trying to reach the IRS for weeks about a similar dependent situation. Honestly amazed that I was talking to a real IRS agent within about 30 minutes. The agent confirmed exactly what others here have said - I could file my return claiming my dependent correctly without waiting for their amended return to process. Saved me weeks of stress and uncertainty. Sometimes it pays to be wrong! Never thought I'd actually get through to a human at the IRS during tax season.
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Vincent Bimbach
When my son did the same thing last year, I filed my taxes normally claiming him as my dependent. We also submitted his amended return. We did get a letter from the IRS about 2 months later asking for documentation to prove he was my dependent, and I just had to send in his school records, medical insurance card showing he's on my plan, and proof we live at the same address. Everything was fine after that. It was actually easier than I expected! Tell your sister not to stress too much about it. The IRS deals with this kind of thing all the time with teenagers who file for the first time.
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Kelsey Chin
•Do you remember what form the IRS sent you asking for the documentation? I'm in a similar situation and want to be prepared if they contact me.
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Vincent Bimbach
•It was a CP87A notice asking for verification that my son qualified as my dependent. It listed exactly what documentation they would accept as proof. They gave me about 30 days to respond, and I just mailed in copies of his school transcript, his health insurance card showing he was on my policy, and our utility bills showing we lived at the same address. I also included a brief letter explaining that he had filed an amended return to correct his original mistake of not checking the "can be claimed as dependent" box. The whole process was pretty straightforward, and we got a confirmation letter about 6 weeks after I sent in the documentation.
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Norah Quay
Has your sister's son received any refund from his original return? If he has, make sure he knows he might have to pay some or all of it back with the amendment since dependents often have different standard deductions and tax calculations. My daughter had to pay back almost $400 when we fixed a similar issue last year.
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Leo McDonald
•This is really important! I filed as independent when I was 17 (working part-time) and got a nice refund. When my parents claimed me (correctly) and I had to amend, I ended up owing money back. The dependent standard deduction is much lower than the regular one.
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Luca Greco
•@Brooklyn Knight - This is definitely something to check on! When your nephew filed incorrectly as independent, he would have gotten the full standard deduction $13,850 (for 2023 .)As a dependent, his standard deduction is limited to the greater of $1,250 or his earned income plus $400, up to the regular standard deduction amount. If he had significant tax withheld from his part-time job, he might have gotten a bigger refund than he was entitled to. The amended return will recalculate everything correctly, but he should be prepared that he might owe money back to the IRS.
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Sergio Neal
I went through this exact situation with my teenage daughter two years ago! She filed independently by mistake and we were panicking about the timeline. Here's what I learned from experience: Your sister should absolutely file her own return now and claim her son as a dependent. Don't wait for his amendment to process - that could take months and there's no need to delay her refund. The IRS systems are designed to handle these discrepancies. When they eventually process his amended return, it will align with her claim. The worst case scenario is they might send a letter asking for documentation to prove he qualifies as her dependent (school records, insurance, etc.), but that's pretty routine. One thing to watch out for though - if your nephew received a refund from his original incorrect filing, he'll likely need to pay some of it back through the amendment process. Dependents get a much lower standard deduction, so his tax liability was probably calculated incorrectly the first time. Tell your sister to keep good records of everything and file her return with confidence. The IRS deals with first-time teenage filers making this mistake all the time!
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Rachel Clark
•This is such helpful real-world experience, thank you! I'm curious - when your daughter had to pay money back through the amendment, was that handled automatically through the amended return process, or did you have to send a separate payment to the IRS? Also, roughly how long did it take from when you submitted her amendment until everything was fully resolved? My sister is worried this could drag on for months and create complications.
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Kevin Bell
•@Sergio Neal Great question! In our case, the amount owed was handled automatically through the amended return process. When we filed the 1040-X, it calculated that she owed about $285 back to the IRS. We included a check with the amendment paperwork, so it was all resolved in one step. The timeline was longer than I hoped though - it took about 14 weeks from when we mailed the amendment until we received the final notice that everything was processed and accepted. During that time, I was able to file my own return claiming her as a dependent without any issues, just like everyone here is suggesting for your sister. The key is keeping good documentation. I made copies of everything we sent and kept records showing she lived with us, was enrolled in high school, and was covered under our health insurance. We never ended up needing to provide additional proof, but having it ready gave me peace of mind. Tell your sister the process really isn t'as scary as it seems at first! The IRS is used to dealing with these dependent filing mistakes.
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Statiia Aarssizan
Just want to add another perspective from someone who works in tax preparation - your sister is absolutely in the right to file her return now. The IRS computer systems are sophisticated enough to handle these kinds of discrepancies, especially when there's already an amended return in the pipeline to correct the original mistake. One thing I always tell clients in this situation is to make sure they have solid documentation ready in case the IRS requests it later. For a 16-year-old dependent, this typically includes school enrollment records, proof of residence (utility bills, lease agreements), and evidence that she provided more than half of his support (which is usually pretty easy to demonstrate for a teenager). The 16-week processing time for amended returns is unfortunately typical, especially during busy filing season. But the good news is that her son filing the amendment proactively shows good faith effort to correct the mistake, which the IRS appreciates. Your sister shouldn't stress about this - it's actually one of the more common and straightforward tax issues we see. File her return, claim her dependent correctly, and let the system work itself out over the coming months.
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Amara Nnamani
•Thank you for the professional perspective! As someone new to dealing with tax issues, it's really reassuring to hear from someone who works in tax prep that this is a common situation. I'm curious - in your experience, what percentage of these dependent filing mistakes actually result in the IRS requesting additional documentation? And when they do request it, is there usually plenty of time to gather and submit the required papers? I'm asking because my sister is already stressed about the whole situation, and knowing what to realistically expect might help her anxiety. She's worried about getting some urgent letter demanding immediate proof and not having the right documents ready.
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