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Level 2
posted May 31, 2019 8:45:43 PM

Can I file head of household if my 25 year old full time graduate student lived with me for 8 months in 2016. he had no income and I provide more then 50% of his support.

I keep hearing the cut off is age 24, he was on his own for the last 3 years but had almost No income, but did file returns on his own as single

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1 Best answer
Level 15
May 31, 2019 8:45:48 PM

You may be able to claim him as a dependent under the Qualifying Relative rules if he meets all the requirements.  If you are able to claim him as a dependent then you may be able to have Head of Household filing status if you meet the requirements of being Single or Unmarried and providing over one-half of the costs to maintain the household.

To be a Qualifying Relative -

1. The person cannot be your qualifying child or the qualifying child of any other taxpayer. A child is not the qualifying child of any other taxpayer if the child's parent (or any other person for whom the child is defined as a qualifying child) is not required to file an income tax return or files an income tax return only to get a refund on income tax withheld.

2. The person either (a) must be related to you or (b) must live with you all year as a member of your household. 

3. The person's gross income for the year must be less than $4,050 (social security does not count) in 2016

4. You must provide more than half of the person's total support for the year.

5. The person must be a U.S. citizen or a U.S., Canada, or Mexico resident for some part of the year.

6. The person must not file a joint return with their spouse.

3 Replies
Level 15
May 31, 2019 8:45:45 PM

What is almost no income?  Did he have gross income of $4,050 or more for 2016?

Level 2
May 31, 2019 8:45:46 PM

No he had No income for 2016. Only student loans used for tuition

Level 15
May 31, 2019 8:45:48 PM

You may be able to claim him as a dependent under the Qualifying Relative rules if he meets all the requirements.  If you are able to claim him as a dependent then you may be able to have Head of Household filing status if you meet the requirements of being Single or Unmarried and providing over one-half of the costs to maintain the household.

To be a Qualifying Relative -

1. The person cannot be your qualifying child or the qualifying child of any other taxpayer. A child is not the qualifying child of any other taxpayer if the child's parent (or any other person for whom the child is defined as a qualifying child) is not required to file an income tax return or files an income tax return only to get a refund on income tax withheld.

2. The person either (a) must be related to you or (b) must live with you all year as a member of your household. 

3. The person's gross income for the year must be less than $4,050 (social security does not count) in 2016

4. You must provide more than half of the person's total support for the year.

5. The person must be a U.S. citizen or a U.S., Canada, or Mexico resident for some part of the year.

6. The person must not file a joint return with their spouse.