Maryland
Assessment

Procedures
Manual

CATEGORY:

HOMEOWNERS' TAX CREDIT

012

SUBJECT:

Application

020

TOPIC:

Item 14 - Dependents Defined

114

Date Issued
5/1/88

Revision #

 

001: Procedures
004: Owners
008: Taxable Property
009: Exemptions
012: Credits
014: Valuation
018: Operating Property
of Utilities and Railroads
019: Real Property
029: Notices
045: Assessment Records
067: Allowances and
Removal
229: Maryland Tax Court
232: Administration
255: Appeals
300: Triennial Assessments
350: Personal Property
375: Personal Property
 
Alphabetical Index
Numerical Index
 

 

Item 14 - Household Residents who cannot be claimed as dependents of the applicant for IRS purposes

The Homeowners' Tax Credit law requires the applicant to report the gross income of all persons residing in the home unless those persons are paying room and board or are dependents [Section 9-104(a)(3)]. Dependents include all persons treated as such by the federal Internal Revenue laws. In addition, regulations have been promulgated by the Department stating that "dependent" persons shall include:

  1. A person under 18 years old for whom the applicant receives Social Security or Veterans Administration benefits or divorce decree support payments;
  2. A person under 22 years old who is continuing his education on a full-time basis and for whom the applicant is receiving Social Security or Veterans Administration survivor's benefits;
  3. A person of any age found to be mentally retarded and for whom an applicant receives Social Security disability payments;
  4. A person under 18 years old for whom an applicant receives public assistance grants.

An applicant who claims a person as a dependent under the special cases cited above, but who does not file a federal income tax return, may be required to submit verification of the dependency status to the Department in the form of a sworn affidavit [See COMAR 18.07.01.02(D)(1) & (2)].

SDAT Home
Previous Next Updates