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My fiance recieved a 1099-r for a rollover of a 401K retirement plan. I claim her and file head of household. Where to enter this information on my tax return?

 
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My fiance recieved a 1099-r for a rollover of a 401K retirement plan. I claim her and file head of household. Where to enter this information on my tax return?

A qualifying relative does not have to be blood-related at all.

She must live with you all year, make less than $4,050, and you provide more than one half of her support for the year.


Her rollover has nothing to do with your tax return.

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6 Replies

My fiance recieved a 1099-r for a rollover of a 401K retirement plan. I claim her and file head of household. Where to enter this information on my tax return?

A qualifying relative does not have to be blood-related at all.

She must live with you all year, make less than $4,050, and you provide more than one half of her support for the year.


Her rollover has nothing to do with your tax return.

My fiance recieved a 1099-r for a rollover of a 401K retirement plan. I claim her and file head of household. Where to enter this information on my tax return?

Has to be blood-related to use as dependent for Head of Household.  A non-relative cannot be a qualified dependent for HOH.
**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

My fiance recieved a 1099-r for a rollover of a 401K retirement plan. I claim her and file head of household. Where to enter this information on my tax return?

<a rel="nofollow" target="_blank" href="https://ttlc.intuit.com/questions/2900097-what-is-a-qualifying-person-for-head-of-household">https:/...>
**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

My fiance recieved a 1099-r for a rollover of a 401K retirement plan. I claim her and file head of household. Where to enter this information on my tax return?

OK. He should file Single with a Qualifying Relative, if the conditions are met.

My fiance recieved a 1099-r for a rollover of a 401K retirement plan. I claim her and file head of household. Where to enter this information on my tax return?

Exactly...not HOH. And her income does not go on his return.
**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

My fiance recieved a 1099-r for a rollover of a 401K retirement plan. I claim her and file head of household. Where to enter this information on my tax return?

Your fiance's income does not go on your own tax return.  If she is filing a tax return it goes on her own return.  You cannot file as head of household unless you are also supporting a blood-related qualified dependent (NOT your fiance)

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

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