I am considered the head of household and recently have come across a delimma. My sister and her family moved in with me in December and they have filed their taxes using my address:{ How can I file my taxes as head of household and not get into trouble. According to their accountant, it was his mistake in using the new address. I should file using my address as 2309 1/2 and it should go through without amy problems. If not, have my sister write a letter stating what happen. Please advise on the matter quickly, because I already owe and cannot continue to give them my money because of someone elses mistakes.
Thanks in Advance
2007-02-16 07:17:23 · 7 answers · asked by ladyt 2 in Business & Finance ➔ Taxes ➔ United States
To qualify for HOH you would have had to provide more than 50% of a qualified dependants support, and they would have had to live with you for more than 50% of the year
Based on your information you do not qualify for HOH
2007-02-16 07:22:09 · answer #1 · answered by Anonymous · 1⤊ 2⤋
The IRS does not impose a restriction of one head of household per address. For purposes of tax status, "household" does not denote a physical location. If you qualified as head of household previously, and would still qualify by virtue of having a dependent, then the fact that your sister and her family moving in would not change that. What you have is two households co-existing in a single residence. I hate to say it, but their "accountant" isn't very knowledgeable.
The requirements for head of household is:
1. You are unmarried or considered unmarried on the last day of the year;
2. You paid more than half the cost of keeping up a home for the year;
3. A qualifying person (i.e. dependent) lived with you in the home for more than half a year. If the qualifying person is a parent, they do not have to live with you.
Possibly the only "excuse" for not having two households at the same address is point two.....where you have to pay the cost of maintaining a home for the year. If two households are sharing the rent or mortgage, utilities, property taxes, etc. equally for the year, that would not be more than half (each household would be paying exactly half).
2007-02-16 15:33:17 · answer #2 · answered by jseah114 6 · 1⤊ 2⤋
I assume that you are saying you are head of household because in addition to your sister and her family, you have a dependent, like your child who lives with you or a dependent parent, and that person has qualified you for head of household status. If this is true and you were head of household before your sister moved in, then you can still file as head of household.
You said "they filed..." so I assume you are talking about your sister and brother-in-law, and that they filed a joint return, and put your address on it because that's where they are now living. This shouldn't affect you. Show your dependent (NOT your sis or members of her family) on your return and file as head of household.
2007-02-16 17:23:52 · answer #3 · answered by Judy 7 · 0⤊ 2⤋
Hogwash. File your taxes with your correct address, no letter, no statement, nothing besides your return and the required attachments.
2007-02-22 17:09:11 · answer #4 · answered by Scott K 7 · 0⤊ 0⤋
Assuming your sister and her family are adults, they are not your dependents. You qualify as head of household per the IRS itself. See the link below for details.
2007-02-16 15:27:35 · answer #5 · answered by Enchanted 7 · 1⤊ 1⤋
Your sister and her family don't affect your filing status. If you were qualified as HoH, their moving in won't have any affect at all.
Making up a non-existant address will only delay your mail.
2007-02-16 15:25:24 · answer #6 · answered by Bostonian In MO 7 · 1⤊ 2⤋
If you were considered HofH BEFORE they came, so what if they have the same address. That's a MAILING address for them. We use our office address for our tax return.
2007-02-16 16:25:59 · answer #7 · answered by Dizney 5 · 0⤊ 2⤋