Student Help Center

Can someone else claim you as a dependent?

This determines whether someone else, like your parent or guardian, can include you on their tax return. You can usually be claimed as a dependent if:

• You’re under 19, or under 24 if a full-time student.

• You lived with your parent or guardian for more than half the year (exceptions apply for college students living away from home).

• They provided more than half of your financial support for the year.

Do you have dependents? (Children)

This asks whether you have children or others you financially support who depend on you for care. If you do, you might qualify for tax credits like the Child Tax Credit, which could lower your tax bill.

Where are you employed?

With a company: If you work for an employer who provides a W-2 form.

I own a business (self-employed): If you run your own business, even small side gigs.

Other: If none of these apply, such as volunteering or unpaid internships.

What was the frequency of your income?

• Seasonal: Income earned during a specific time of the year, like summer jobs.

• Part time (year round): Steady but not full-time work throughout the year.

• Gig jobs (Uber, DoorDash, etc.): Income from independent contractor roles.

• None: If you didn’t earn any income during the year.

Did you receive scholarships, grants, or financial aid that covered more than just tuition?

Scholarships or grants used for expenses beyond tuition, like housing or books, might count as taxable income.

Do you live and work in the same state?

If your college or job is in a state different from where you permanently reside, you might need to file taxes in more than one state.

If none of these apply, you likely aren’t a dependent. Reach out to us for further clarification.

If you have questions about the Student Plan questionnaire, read the Q&A below.