Ask Experts Questions for FREE Help!
  Advanced
Register  |  Log in  
   Ask    
 Answer  
  Help  

Ask QuestionsprogressAnswer QuestionsprogressBuild ReputationprogressBecome an Expert
 
Free Answers in 3 Easy Steps

Register Now
3 Steps

At Ask Me Help Desk you can ask questions in any topic and have them answered for free by our experts. To ask questions or participate in answering them you must register for a free account. By registering you will be able to:
  • Get free answers from experts in any of our 300+ topics.
  • Accept money for answers that you provide.
  • Communicate privately with other members (PM).
  • See fewer ads.

Home > Money & Services > Taxes   »   filing taxes as head of household

 
Thread Tools Display Modes
Question
 
 
#1  
Old Jan 19, 2008, 03:27 AM
boop21197
Junior Member
boop21197 is offline
 
Join Date: Jul 2007
Location: virginia
Posts: 39
boop21197 See this member's comment history on his/her Profile page.
Send a message via AIM to boop21197
filing taxes as head of household

okay, I wrote a Question about how should I file my taxes, and some of you said that I could file head of household and claim my son who lives with me cause he is mildly retared and get a SSI check. okay now
just out of I'm wondering I called the IRS, the lady on the phone said that I could file head of household, but if I claim my son, the IRS may come back later down the road and want to see proof about my son and his money,
well I have the letter that says that he is mildly retared
I have the letter stateing that he gets SSI
but I have no records of recepits were his money has gone or went. so what do you do?
with his check he does help me pay some rent, just to teach him what and how too, I have some of his bank statements, so what do you do if the IRS wants to see proof.
my son has been getting SSI since 2005, when I was married at that time my husband then and me tired to claim him, since he was living was us, and the IRS said that we owed them back 1000 dollars cause we couldn't claim him as a dependant. so my husband had to send back the 1000. but that doesn't make any since, my husband claimed head of household and my son as a dependant. I don't understand,
I don't want to get into trouble with the IRS you know,
last year I made 14,113 gross
my Fed was 1,390
my son's SSI was 7,476.00 for the year
he was 17 part of the year, his birthday was sept. 16, 2007 when he turned 18
okay I see on the 1040 form were it says on line 20a social security benefits, is this were I put the info for his SSI or do I put it on line 21 under were it says other income and list what it is and how much?
I don't think I can file the child tax credit,

Reply With Quote
 
     

Answers
 
 
Old Jan 19, 2008, 06:03 AM   #2  
Tax Expert
MukatA is offline
 
Join Date: Nov 2007
Location: CA
Posts: 2,415
MukatA See this member's comment history on his/her Profile page.
To claim the child as dependent, there are two important requirements in this case:
1. The child must have lived with you for more than half of the year.
2. The child must not have provided more than half of his or her own support for the year.
That means you must spend on your child more than $7,476 (or $7,476 minus the amount saved by the child).

If the parents are divorced or separated, then only the custodial parent can claim the child, unless the custodial parent signs a statement to allow non-custodial parent to claim the child or there is a court order.

You should read IRS Publication 17: Chapter 4.
  Reply With Quote
 
     
 
 
Old Jan 19, 2008, 11:04 AM   #3  
Senior Tax Expert
AtlantaTaxExpert is offline
 
Join Date: Feb 2005
Location: Atlanta, Georgia
Posts: 10,620
AtlantaTaxExpert See this member's comment history on his/her Profile page.AtlantaTaxExpert See this member's comment history on his/her Profile page.AtlantaTaxExpert See this member's comment history on his/her Profile page.AtlantaTaxExpert See this member's comment history on his/her Profile page.AtlantaTaxExpert See this member's comment history on his/her Profile page.AtlantaTaxExpert See this member's comment history on his/her Profile page.
Agreed.

Your husband should not have filed HoH, because you were MARRIED at the time.

If you spend every dime of his SSI in his support, then perhaps you cannot claim him.

However, if you save a part of his SSI, you can probably show that you provide MORE than half of his support.

Given your circumstances, you need to get professional tax help to file.
  Reply With Quote
 
     
 
 
Old Jan 19, 2008, 02:08 PM   #4  
Ultra Member
s_cianci is offline
 
Join Date: Aug 2005
Location: Eastern Seaboard - USA
Posts: 4,545
s_cianci See this member's comment history on his/her Profile page.s_cianci See this member's comment history on his/her Profile page.s_cianci See this member's comment history on his/her Profile page.s_cianci See this member's comment history on his/her Profile page.s_cianci See this member's comment history on his/her Profile page.s_cianci See this member's comment history on his/her Profile page.
If you are unmarried then head of household would be the way to go in your case. List the SSI income on line 20a. As long as you're honest about the income and the amount I really don't think the IRS is going to take time to demand any kind of proof or accounting as to how you've spent the SSI. Since your son lives with you and you support him, it's entirely appropriate that part of that income go for housing and other common living expenses (e.g. utilities) ; that's what it's supposed to be for.
  Reply With Quote
 
     
 
 
Old Jan 19, 2008, 02:30 PM   #5  
Senior Tax Expert
AtlantaTaxExpert is offline
 
Join Date: Feb 2005
Location: Atlanta, Georgia
Posts: 10,620
AtlantaTaxExpert See this member's comment history on his/her Profile page.AtlantaTaxExpert See this member's comment history on his/her Profile page.AtlantaTaxExpert See this member's comment history on his/her Profile page.AtlantaTaxExpert See this member's comment history on his/her Profile page.AtlantaTaxExpert See this member's comment history on his/her Profile page.AtlantaTaxExpert See this member's comment history on his/her Profile page.
She should NOT claim the SSI income. It is NOT her income; it is her son's.

That said, I DO agree that you should claim your son. By providing him room and board, you in all likelihood provide more than half of his support.

I strongly doubt that the IRS will dispute this fact.
  Reply With Quote
 
     

Bookmarks


Thread Tools
Display Modes

 
Similar Sponsors

Similar Threads
Question Asker Forum Answers Last Post
Head of Household? armcginley Taxes 12 Jan 12, 2008 07:35 PM
Head of Household PShannon Taxes 2 Dec 5, 2007 03:14 PM
Head of Household when married living together, filing seperately German Taxes 1 Mar 28, 2007 02:35 PM
Head of Household Jaykid007 Taxes 3 Mar 23, 2007 01:41 PM
Filing Head of Household, dependants? janelkd Taxes 1 Mar 19, 2007 12:40 AM




Copyright ©2003 - 2007, Ask Me Help Desk.
All times are GMT -8. The time now is 07:39 PM.