Dependents

If you are an existing client, you do not have to re-list your dependents. Only provide additions or changes to your dependents.

 

Children who live at your home yet file their own tax returns can create problems if each tax return is not handled properly. For example, if the child claims themselves as a dependent on their own tax return, and you attempt to do the same your tax return will be rejected. However, there might be money left on the table so-to-speak. If your child claims themselves as a dependent, it might not change their tax consequence depending on their income. Yet, this same dependent on your tax return might have a huge impact on your tax consequence- we can provide exact figures for either scenario allowing you to make an informed decision.

 

Compass Financial Services takes the security and safety of your personal information very seriously. All information is SSL encrypted through GeoTrust.

 

You may submit multiple dependents as necessary.

 

Dependent

Dependents Over Age 15

If the dependent is over the age of 15, please answer the following questions-

Yes     No

Yes     No

Yes     No

 

Explain the relationship (college student, disabled adult, non-relative, etc.) and the number of months that the dependent lived with you last year below-

Submission

Please select the tax year that this information is associated with. In addition, please enter your name so we can group your submissions together plus your email address. Click the Submit button below to securely and safely send this information to us. You can submit as many forms as needed. If you later discover an error- simply re-submit your information and check the box below letting us know.

Yes     No