Filed 1040sr single with two dependents. Should I amend for head of house hold?

[leeloo]

Having a dependent doesn't automatically make you head of household. You have to qualify.

You may be able to file as head of household if you meet all the following requirements.

1. You are unmarried or considered unmarried on the last day of the year. See Marital Status, earlier, and Considered Unmarried, later.
2. You paid more than half the cost of keeping up a home for the year.
3. A qualifying person lived with you in the home for more than half the year (except for temporary absences, such as school). However, if the qualifying person is your dependent parent, your dependent parent doesn't have to live with you. See Special rule for parent, later, under Qualifying Person.

From <https://www.irs.gov/publications/p501#en_US_2022_publink1000220775>

Considered Unmarried

To qualify for head of household status, you must be either unmarried or considered unmarried on the last day of the year. You are considered unmarried on the last day of the tax year if you meet all the following tests.

1. You file a separate return. A separate return includes a return claiming married filing separately, single, or head of household filing status.
2. You paid more than half the cost of keeping up your home for the tax year.
3. Your spouse didn't live in your home during the last 6 months of the tax year. Your spouse is considered to live in your home even if your spouse is temporarily absent due to special circumstances. See Temporary absences, later.
4. Your home was the main home of your child, stepchild, or foster child for more than half the year. (See Home of qualifying person, later, for rules applying to a child's birth, death, or temporary absence during the year.)
5. You must be able to claim the child as a dependent. However, you meet this test if you can't claim the child as a dependent only because the noncustodial parent can claim the child using the rules described later in Children of divorced or separated parents (or parents who live apart) under Qualifying Child or in Support Test for Children of Divorced or Separated Parents (or Parents Who Live Apart) under Qualifying Relative. The general rules for claiming a child as a dependent are explained later under Dependents.

From <https://www.irs.gov/publications/p501#en_US_2022_publink1000220775>

[xmasbaby0]

You have not mentioned who the dependents are.  Are they related to you?  Are they qualifying dependents for HOH filing status?

Am I Head of Household?

https://ttlc.intuit.com/questions/1894553-do-i-qualify-for-head-of-household

https://ttlc.intuit.com/questions/2900097-what-is-a-qualifying-person-for-head-of-household

If you qualify as Head of Household, when you enter your marital status (single or married filing separately) into MyInfo, and then enter your qualifying dependent, TurboTax will offer HOH as your filing status.

[lafontm123]

Hello! The two dependents are in college and I help pay rent for my daughter. Thanks

[xmasbaby0]

@lafontm123 If your qualified child is a full-time student living away at school you can still say the child lived with you all year.  Living away at school is a "temporary absence."   Did you answer incorrectly in My Info when it asked if the child lived with you all year?   if so, you can amend for that and file as HOH.

The Form 1040X you will need is not available yet.  Check back in late February.

WHO CAN I CLAIM AS A DEPENDENT?

You can claim a child, relative, friend, or fiancé (etc.) as a dependent on your 2022 taxes as long as they meet the following requirements:

Qualifying child

• They're related to you.
• They aren't claimed as a dependent by someone else.
• They're a U.S. citizen, resident alien, national, or a Canadian or Mexican resident.
• They aren’t filing a joint return with their spouse.
• They're under the age of 19 (or 24 for full-time students).
• No age limit for permanently and totally disabled children.
• They lived with you for more than half the year (exceptions apply).
• They didn't provide more than half of their own support for the year.

Qualifying relative

• They don't have to be related to you (despite the name).
• They aren't claimed as a dependent by someone else.
• They're a U.S. citizen, resident alien, national, or a Canadian or Mexican resident.
• They aren’t filing a joint return with their spouse.
• They lived with you the entire year (exceptions apply).
• They made less than $4,400 in 2022.
• You provided more than half of their financial support

[Vanessa A]

Did you enter your two college students on your return?  If so, you can double check to be sure TurboTax did not already give you Head of Household status before making any changes. To do this click Tools>>Tax Tools>>View Tax Summary>>Preview my 1040. 

You will see your filing status directly under your name and address.  Then if you look a few rows down you will see any dependents you claimed.  If you have college age students as your dependents, then you may also see  a check mark in the box for Credit for Other Dependents.  This is a $500 non refundable credit that will bring your tax liability down to $0, but will not be refunded be refunded to you. 

If you did not claim your kids on your return, then you will want to Amend Your Return to add them to your return. If they meet the criteria to be claimed, this could potentially give you Head Of Household status and the Other Dependent Credit.