Are head of household filers eligible for the unemployment tax break?

[DoninGA · Accepted solution]

Yes, there is no exception to be eligible for the unemployment compensation exclusion based on filing status.

Go to this IRS website for information - https://www.irs.gov/newsroom/2020-unemployment-compensation-exclusion-faqs-topic-a-eligibility

You're eligible to exclude the unemployment compensation if it was received in 2020 and your modified adjusted gross income (AGI) is less than $150,000. The modified AGI for purposes of qualifying for this exclusion is your adjusted gross income for 2020 minus the total unemployment compensation you received. This threshold stays the same for all filing statuses, regardless of whether you're married and file a joint tax return (it doesn't double to $300,000).

[shocker90]

Thanks, so does that mean hoh filers is under phase 1 or phase 2?

[DoninGA]

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@shocker90 wrote:

Thanks, so does that mean hoh filers is under phase 1 or phase 2?

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Sorry, do not have information on that.  The IRS has only posted that phase 1 is for single filers with simple tax returns.  Phase 2 is for all others.

[shocker90]

Thanks for the information.