Question

Montana taxpayers may claim a credit for qualified expenses incurred in caring for an elderly family member. To claim the credit, a qualified family member must meet which of the following requirements:

Be the taxpayer's parent, or the brother or sister of the taxpayer's parent.

Be at least 62 years of age, or be considered disabled by the Social Security Administration.

Have an annual family income of $15,000 or less if unmarried, and $30,000 or less if married.

Live in the household with the taxpayer for more than six months.

Answer 1

To claim the credit, a qualified family member must meet the following requirements:

A qualified family member:

• • is related to you by blood or marriage and,
• • at least 65 years of age, or
• • determined to be disabled by the social security administration, and
• • has family income during the year of $15,000 or less if unmarried and $30,000 or less if married.

Hence, in the given question, the following points are true:

• Be the taxpayer's parent, or the brother or sister of the taxpayer's parent.
• Have an annual family income of $15,000 or less if unmarried, and $30,000 or less if married.

The point: "Be at least 62 years of age, or be considered disabled by the Social Security Administration." is wrong because, the age limit is 65 years and in the question, it is 62 years given.

And the point "Live in the household with the taxpayer for more than six months." does not make him eligible as a qualified family member. Hence, ignored.