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Get your taxes done using TurboTax
I'm having the exact same problem and none of the above answers help. Here's all the questions I am asked under My Info aside from name, date of birth, and occupation:
I am a member or former member of the U.S. Armed Forces (active, reserve or National Guard).
(Yes / No)
State of Residence (On December 31st 2022)
(Dropdown list of states)
I lived in another state in 2022
(Yes / No)
Another taxpayer can claim me as a dependent on their tax return.
( Yes / No)
I was considered legally blind as of December 31, 2022.
( Yes / No)
I'm preparing this return for [My Name], who has passed away.
( Yes / No)
I want to change the language the IRS uses to send me written communications.
( Yes / No)
Then on the next page is asked for my SSN. Then on the next page it asks:
Were you afull-time student in 2022?
Some full-time students can get education-related tax breaks, so we want to check if you went to
school full-time for at least 5 months during the year.
(Yes / No)
Then it asks to confirm marital status. I say "Single".
Then it asks about dependents. Note that none of the questions above ask if I paid more than 50% of household expenses!
So, in dependents I am asked the following:
If you support more than one person, we'll help you enter them one at a time.
(My Child / Another Person)
Then after entering their information I am asked:
Was [Name] married as of December 31, 2022?
(Yes / No)
Then I am asked if they were disabled or passed away.
Did [Name] live with you for the whole year?
(I answered Yes)
Did [Name] live with anotehr relative for more than six months in 2022?
(I answered No)
Was [Name}'s gross income $4,400.00 or more in 2022?
(I answered No)
Did you pay for more than half of [Name]'s living expenses in 2022
(I answered YES)
Then it checks to see if they qualify as my dependent. It says they do, I continue, I enter their SSN, continue again, then click continue when done with dependents, then I enter my address and phone number, then click continue again, then I am asked about income in other states with a drop down, then I continue.
Then I am told:
"The IRS requires you to file this way if you weren't legally married as of Dec 31, 2022.
We checked, and even though you have a dependent, you don't qualify as Head of Household because you didn't pay for more than 50% of household expenses."
And THIS is the problem! Not asingle question actually ASKED ME if I paid for more than 50% (I paid 100%) neither on the page about my personal info nor on the page about the dependant. The closest question was to ask if I paid more than 50% of THEIR expenses (again, I paid 100%) so I really don't understand how to get it to list me as head of household.
To be clear, every other year I am head of household. The only thing that's changed is that this year they have this stupid "race mode" I had to turn off because the stupid graphics are distracting.
Just in case I proceed through the rest of the process to see if it would change. I get to the page where they try to trick me into the paid package (not falling for that again), enter my income by importing W-2, answered a variety of questions about assets, etc. Ended up at the end and it still wanted me to file as single rather than head of household.
When I got to the last page it listed me as single and stated I got the Earned Income Tax Credit for the dependent, but it was way lower than it should have been. Out of cuiosity I deleted the Dependent entirely from the return and... the final value was exactly the same! So it basically didn't even count their info at all and didn't provide me anything for them!
My guess is because the dependent is an unrelated disabled person, rather than a child, but per the IRS website they count as a dependent and TurboTax says they count as a Dependent, but adding them makes no difference on my return.