turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

TT won't let me claim head of household?

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

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Best answer

Accepted Solutions

TT won't let me claim head of household?


@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:

  1. Live with you all year as a member of your household, or

  2. 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.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

View solution in original post

11 Replies

TT won't let me claim head of household?

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.

**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.**

TT won't let me claim head of household?

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

TT won't let me claim head of household?

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

https://ttlc.intuit.com/questions/4499708-what-is-the-500-credit-for-other-dependents-family-tax-cre...

 

https://ttlc.intuit.com/community/children-dependents/help/what-does-financially-support-another-per...

**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.**

TT won't let me claim head of household?

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.

TT won't let me claim head of household?

@freeradicalisa 

 

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.  

TT won't let me claim head of household?

Did you see IRS Pub 501 page 9 for qualifying person?  See example #3 Girlfriend 

https://www.irs.gov/pub/irs-pdf/p501.pdf 

TT won't let me claim head of household?


@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

 

Qualifying Person for Head if Household

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.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

TT won't let me claim head of household?

I did read that exact thing as well.
IRS presents it in such an ambiguous way- see below- it says OR.  It almost seems to say that if you live with someone as a member of your household all year they would qualify under the relationship test.
 
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:

  1. Live with you all year as a member of your household, or

  2. Be related to you in one of the ways listed under Relatives who don't have to live with you .

TT won't let me claim head of household?

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:

  1. Live with you all year as a member of your household, or

  2. Be related to you in one of the ways listed under Relatives who don't have to live with you .

TT won't let me claim head of household?


@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:

  1. Live with you all year as a member of your household, or

  2. 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.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

TT won't let me claim head of household?

yep...

thank you for responding...

that's too bad

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question