topic I live with mom and take care of chores and pay more than half of bills. Do I qualify as head of household. She makes social security and pension, and annuity? in Retirement tax questions

I live with mom and take care of chores and pay more than half of bills. Do I qualify as head of household. She makes social security and pension, and annuity?

sistarestephen — Mon, 23 Feb 2026 10:13:00 GMT

I have qualified in years past and nothing changed this year. Did the rules change?

Re: I live with mom and take care of chores and pay more than half of bills. Do I qualify as head of household. She makes social security and pension, and annuity?

xmasbaby0 — Wed, 25 Jan 2023 20:25:24 GMT

If Mom's income from her pension and annuities is more than $4400 you cannot claim her. The Social Security does not "count" ---but any other income she receives does count.

Re: I live with mom and take care of chores and pay more than half of bills. Do I qualify as head of household. She makes social security and pension, and annuity?

xmasbaby0 — Wed, 25 Jan 2023 20:25:59 GMT

And..

You posted your question from a version of online Live software. If you are really using that “Live” software you can get help from your “expert.”

You are posting from TurboTax Live. You can arrange for the Live help you are paying the extra fee for with your questions from 5 a.m. to 9 p.m. Pacific time.

https://ttlc.intuit.com/questions/4124827-how-do-i-connect-with-a-tax-expert-in-turbotax-live

Re: I live with mom and take care of chores and pay more than half of bills. Do I qualify as head of household. She makes social security and pension, and annuity?

sistarestephen — Wed, 25 Jan 2023 21:18:39 GMT

Ok, so I cannot file head of household. I need to file single?

Re: I live with mom and take care of chores and pay more than half of bills. Do I qualify as head of household. She makes social security and pension, and annuity?

xmasbaby0 — Wed, 25 Jan 2023 21:24:36 GMT

@sistarestephen Correct.