I would like to claim my boyfriend as a dependent. He has been living with me for the entire year, I provide the entirety of his expenses, he is not disabled, and has zero income.
According to TT he should qualify, however it will only let me file as "single"
Any ideas how to fix this? - According to (https://www.irs.gov/pub/irs-pdf/p501.pdf) he should qualify
You'll need to sign in or create an account to connect with an expert.
@freeradicalisa wrote:
Thank you for pointing out example 3! that definitely helps clarify...
They should fix their language under the HOH test in publication 501!
Appreciate your help so much!
Member of Household or Relationship Test
To meet this test, a person must either:
Live with you all year as a member of your household, or
Be related to you in one of the ways listed under Relatives who don't have to live with you .
Yes, a member of household for a qualifying relative is not the test for head of household - different rules.
There is nothing to fix. Your BF is not a qualifying dependent that you can claim to file as Head of Household. In order to file as HOH you must have a blood-related dependent. You file as Single unless you also have some other dependent to claim like a child, sibling or parent.
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 filing status (single or married filing separately) into MyInfo, and then enter your qualifying dependent, TurboTax will offer HOH as your filing status.
I have read that too, but it does seem like he *would* qualify based on the following:
Qualifying Relative
Four tests must be met for a person to be your
qualifying relative. The four tests are:
1. Not a qualifying child test,
2. Member of household or relationship test,
3. Gross income test, and
4. Support test.
see https://www.irs.gov/pub/irs-pdf/p501.pdf
This includes people who are *not* blood relatives
Nope. (Sorry---got interrupted by a family thing before I could finish replying.... almost an hour ago) You may be able to claim your BF and get the $500 credit for other dependents if he lived with you the whole year and had less than $4300 of income, but he does not qualify you to file as HOH. Please use the link already given to you so that you can understand who can be a qualified dependent for HOH. It does not include your boyfriend.
CREDIT FOR OTHER DEPENDENTS
you are quoting info from the turbotax website- the IRS forms didn't seem to specify that... I will assume you are right and I am confused...
Although I will say that other websites also state that you do not have to be actually related to file HOH- for example from smartasset.com:
Can I File as Head of Household If There Are No Children?
If there are no children, you can still claim a live-in boyfriend or girlfriend as a qualifying dependent, as long as you meet the following is true:
The answer is still NO ... although he may be a qualifying relative to be a dependent he is NOT a qualifying person for HOH. The program is correct.
Did you see IRS Pub 501 page 9 for qualifying person? See example #3 Girlfriend
@freeradicalisa wrote:
you are quoting info from the turbotax website- the IRS forms didn't seem to specify that... I will assume you are right and I am confused...
Although I will say that other websites also state that you do not have to be actually related to file HOH- for example from smartasset.com:
Can I File as Head of Household If There Are No Children?
If there are no children, you can still claim a live-in boyfriend or girlfriend as a qualifying dependent, as long as you meet the following is true:
- The significant other lived with you legally the whole year.
- You provided more than half his or her total support for the year.
- His or her income does not exceed $4,200.
- He or she is not someone’s qualifying child.
Nope - wrong rule. The head of household rules require a *related* dependent, not just any dependent.
https://www.irs.gov/publications/p501#en_US_2018_publink1000220775
See Table 4 to see who is a qualifying person. Any person not described in Table 4 isn't a qualifying person.
Table 4 says a qualifying person is one of the following and anyone else does not qualify.
Your child, stepchild, foster child, or a descendant of any of them (for example, your grandchild). (A legally adopted child is considered your child.)
Your brother, sister, half brother, half sister, stepbrother, or stepsister.
Your father, mother, grandparent, or other direct ancestor, but not foster parent.
Your stepfather or stepmother.
A son or daughter of your brother or sister.
A son or daughter of your half brother or half sister.
A brother or sister of your father or mother.
Your son-in-law, daughter-in-law, father-in-law, mother-in-law, brother-in-law, or sister-in-law.
There are many unmarried people living together I just wish they would use clearer language. I will file single (TT won't let me do it any other way anyway). Member of Household or Relationship Test To meet this test, a person must either:
|
Thank you for pointing out example 3! that definitely helps clarify...
They should fix their language under the HOH test in publication 501!
Appreciate your help so much!
Member of Household or Relationship Test
To meet this test, a person must either:
Live with you all year as a member of your household, or
Be related to you in one of the ways listed under Relatives who don't have to live with you .
@freeradicalisa wrote:
Thank you for pointing out example 3! that definitely helps clarify...
They should fix their language under the HOH test in publication 501!
Appreciate your help so much!
Member of Household or Relationship Test
To meet this test, a person must either:
Live with you all year as a member of your household, or
Be related to you in one of the ways listed under Relatives who don't have to live with you .
Yes, a member of household for a qualifying relative is not the test for head of household - different rules.
yep...
thank you for responding...
that's too bad
Still have questions?
Questions are answered within a few hours on average.
Post a Question*Must create login to post
Ask questions and learn more about your taxes and finances.
luiscald
New Member
chris-davidebel1979
New Member
bshelb77
New Member
Amerlou22
New Member
ATLTiger
New Member