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Shawrae1
Returning Member

Claiming head household amd picking my 2 siblings up as dependtsat the end of year

 
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1 Reply
Hal_Al
Level 15

Claiming head household amd picking my 2 siblings up as dependtsat the end of year

Follow the personal info section interview for both yourself and your child. TurboTax (TT). TT will determine if you qualify for Head of household (HoH) filing status and whether your siblings qualifies as a dependent and/or a qualifying child for the child based refundable credits.

 

If you qualify, Head of household gives you a bigger standard deduction and lower tax rates than Single. The main requirements for Head of Household are: a taxpayer that

1) is single or did not live with their spouse at any time during the last half of the tax year.

2) has at least one closely related dependent (usually a child) that lived with the taxpayer for more than half the year

_______________________________________________________________________

 

There are two types of dependents, "Qualifying Children"(QC) and standard ("Qualifying Relative" in IRS parlance even though they don't have to actually be related). There is no income limit for a QC but there is an age limit, a relationship test and residence test. Only a QC qualifies a taxpayer for the Earned Income Credit and the Child Tax Credit. They are interrelated but the rules are different for each.

.A child closely related to a taxpayer can be a “Qualifying Child (QC)” dependent, regardless of the child's income, if:

  1. He is under age 19, or under 24 if a full time student for at least 5 months of the year, or is totally & permanently disabled
  2. He did not provide more than 1/2 his own support
  3. He lived with the relative (including temporary absences) for more than half the year
  4. He is younger than the relative (not applicable for a disabled child)
  5. If the child meets the rules to be a qualifying child of more than one person, you must be the person entitled to claim the child as a qualifying child (this essentially means that you have the parent’s permission to claim the child, if the child also lived with the parent more than half the year)
  6. If the parents of a child can claim the child as a qualifying child but no parent so claims the child, no one else can claim the child as a qualifying child unless that person's adjusted gross income (AGI) is higher than the highest AGI of any of the child's parents who can claim the child.

https://turbotax.intuit.com/tax-tools/tax-tips/Family/Rules-for-Claiming-a-Dependent-on-Your-Tax-Ret...

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