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st5bec
New Member

This is the second year in a row the state of California has come back to me and told me my state taxes were underpaid. I followed everything the way I should.

This year it is a disallowed senior head of household when my spouse is 70 and we have been filing jointly
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This is the second year in a row the state of California has come back to me and told me my state taxes were underpaid. I followed everything the way I should.

The senior HOH credit is for someone filing Head of Household in prior years and the person that qualified you for Head of Household passes away.

If you've been Married, you don't qualify for the Senior HOH credit.  You must have misunderstood the questions you were asked about the credit.


What are the qualifications for the Senior Head of Household Credit?

You may claim this credit if all of the following apply:

  • You were 65 years of age or older on December 31, 2016. If your 65th birthday is on January 1, 2017, you are considered to be age 65 on December 31, 2016.
  • You qualified as a Head of Household in 2014 or 2015 by providing a household for a qualifying individual who died during 2014 or 2015.
  • You did not have an adjusted gross income over $71,370 for 2016.
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