I've been the head of the household this year. I have a 4 year old daughter and am married to a 33 year old man who only worked about 3-4 months total out of the year and got approved for social security supplemental income late 2006. I am planning on leaving him pretty soon and was wondering when I file head of household and claim our daughter as a dependent, can I also put him down as a dependent since I had to support him the majority of the year and can I put him down as a disabled dependent since he was approved for SSI in 2006? Or what would be the best way to file?
Thanks.
2007-01-02 10:26:45 · 5 answers · asked by Pennywise 1 in Business & Finance ➔ Taxes ➔ United States
You may not file as Head of Household for tax year 2006 because, based on your question, you were legally married and I am assuming that you lived with you spouse all year. This is so even if you spouse did not work. You only have two options for 2006: file Married Filing Jointly (MFJ) and claim a spousal exemption for you husband, of file Married Filing Separately (MFS). If you choose the latter (MFS), you cannot claim an exemption for your husband. You will also miss out on claiming the Earned Income Tax Credit and Child Care Credit just to name a few. For tax purposes, your spouse cannot be treated as your dependent.
In 2007, if you and your spouse live apart for the last six months of the year (July 1st - December 31st), and if your child lives with you during those months and if you pay for more than half of the household expenses, you will meet the "considered unmarried" exception and only then will you be able to file as Head of Household. You must meet all three in order to qualify.
Make sure that you keep documentation to show the change of address for you and your spouse (such as your new lease/rental agreement, utility bills, change of address notification filed with the Post Office, etc). If the IRS asks, these will help you prove that you did not live together. Or to make it even more simple, file for a legal separation.
2007-01-02 18:18:31 · answer #1 · answered by ck10581 1 · 0⤊ 0⤋
A person who is married as of the end of the year can't file as head of household if they've lived with their spouse at any time during the last 6 months of the year.
A spouse can never be a dependent. You can file a joint return, and would get an exemption for each of you, plus the one for your daughter.
Your only legal options are to file as married joint or married filing separately, not head of household. If you file separately, you'd lose the exemption for him, along with possible eligibility for some other credits and deductions. If you file joint, you both have to sign the return.
If you leave him before the end of June 2007, and your daughter lives with you for the rest of the year, you might be able to file as head of household next year whether or not you are formally divorced by then. But this year (filing in 2007, for tax year 2006), no.
2007-01-02 14:31:41 · answer #2 · answered by Judy 7 · 0⤊ 0⤋
If you are married and file head of household you will be opening youself up to a huge AUDIT from the IRS. Head of Household is only for specific instances and it is that RARE to file as such. Most people think they get bigger chunks of a refund but they do not. File married but since he is disabled you can get a special tax break for that as well. Consult the irs web site for futher details.
2007-01-02 10:36:38 · answer #3 · answered by Anonymous · 1⤊ 1⤋
commonly, no, to the two questions. a individual who promises over a million/2 of his or her own help can not be claimed as a based decrease than any situations. additionally, in maximum situations, a individual who resides removed from domicile can not be claimed as a based. There are some exceptions, even yet it somewhat is extremely complicated to qualify. particularly, employed little ones over 19 just about in no way qualify to be claimed as dependents, except they are scholars or disabled. The bonds could make a difference, yet they don't seem to be very probably to make a difference in no count number if she is permitted to declare him. She isn't at risk of be allowed to declare him the two way. even however, the bonds are greater probably to make a difference in no count number if she would be able to spoil out with claiming him illegally. If the bonds make his entire earnings so extreme that she does no longer have been waiting to declare him despite if the different information (non-student, living removed from domicile, and so on.) have been distinctive and he or she claims him besides, then she'll get caught. with out the bonds, she ought to no longer are turning out to be caught, with the aid of fact the IRS does not continuously verify place of living and student status.
2016-11-25 23:26:19 · answer #4 · answered by corrie 4 · 0⤊ 0⤋
Not if you're still married...you can now only file married filing separately or Married filing jointly...Sorry.. Turbo tax will further help you with your quandary
2007-01-02 10:32:48 · answer #5 · answered by Anonymous · 0⤊ 0⤋