tax Question!!!?

Question

Its just me and my boyfriend and My boyfriend is claiming single and 2 at his work and I just got a job so what do I claim? Also Can he still claim me when he files for taxes.

We have lived together 2 years and he is the head of the household

Answer 1

Are you going to live with your boyfriend all of 2007? Did he provide over half of your support? Are you going to earn $3,400 or less in 2007?

If yes to all questions, then you should claim zero on your W-4 since your boyfriend may be able to claim you as a dependent. He cannot file as head of household since you are not related to him. He may be able to file as single with you as a dependent.

If you do not qualify as your boyfriend's dependent, then claim one on your W-4.

Answer 2

First off, he cannot file as Head of Household. You don't qualify as a dependent for that filing status. If he filed as Head of Household last year he needs to amend that return and pay back the tax he owes. The IRS will eventually catch that, probably in another year or so. By then the penalties and interest will have risen quite a bit. Amending now will keep the penalties as low as possible.

He may or may not be able to claim you as a dependent, last year as well as this year. It depends upon your income and other factors. To claim you as a dependent, ALL of the following tests must be met:

1. You are not the qualifying child of another taxpayer. (Probably OK there unless you're under 23 and still a full-time student or under 19.)

2. You cannot file a joint return with another taxpayer. (I'll assume you're not married to someone else, so you're OK there.)

3. You must have less than $3,300 (for 2006) or $3,400 (for 2007) in gross income. Exclude only untaxed Social Security from gross income, everything else counts. (Only you know if you meet that test.)

4. He must have provided more than half of your total support for the entire year. (Again, you tow need to figure this out.)

5. You must have lived in his household ALL year. (And you know this as well.)

6. Your relationship must not be illegal under local law. If there is a local law against cohabitation, even if it's unenforced, he cannot claim you as a dependent. (This you need to check out. The IRS does know what localities have prohibitions on cohabitation and will eventually catch it if there is a local law most likely.)

OK, so for this year if you meet all of those tests and will have less than $3,400 in total income he can still claim you as a dependent under the Qualifying Relative rules. If your income exceeds that cutoff, he cannot claim you. And if that's the case, claiming 2 withholding allowances all year may leave him owing the IRS when he files. It shouldn't be much, probably within $100 or less of even money.

For your job, you should claim Single and 1 withholding allowance. Assuming that you'll earn more than the dutoff next year (it hasn't been announced yet, but will probaby be between $3,500 and $3,600) then he needs to cut his withholding allowances down to 1.

Answer 3

He isn't head of household for tax purposes - that requires a closely related dependent like a child to live with him, and as a girlfriend you don't qualify him for head of household. He will file as single, not head of household.

You should claim single/one allowance on your W-4 form.

If you had under $3400 gross income for the entire year, and lived with him all year, and he provided over half of your support, then he can probably claim you as a dependent for the year - there are a few more requirements he'd have to meet, but those are the main ones.

Answer 4

For federal tax purposes you are considered married if you and your spouse meet any one of the following tests:

You are married and living together as husband and wife.

You are living together in a common law marriage that is recognized in the state where you now live or in the state where the common law marriage began.

The States that recognize common law marriage are -
Alabama
Colorado
District of Columbia
Georgia (if created before 1/1/97)
Idaho (if created before 1/1/96)
Iowa
Kansas
Montana
New Hampshire (for inheritance purposes only)
Ohio (if created before 10/10/91)
Oklahoma
Pennsylvania
Rhode Island
South Carolina
Texas
Utah

So the answer to your question depends upon the State in which you live and if you qualify as married under the common law marriage statutes of that State.

If you are not in a common law State your boyfriend cannot claim you as a dependent.

Answer 5

After living together for two years, your finacial situation would be much better if you two start using the "Married Filing Jointly" status. Get married before Dec 31, 2007.

Answer 6

no he's dull witted he thinks to get more back as the head of house hold its better , the two of you get to also take , earned income credits have him and you call the local irs or drop in the office and ask or look at last years forms for free , my wife and i do you and him togeather make a better deal for mony back heres the key if he claims you you could still claim your self and him also but thet means they take taxes for two people from those checks its better to have you take one and him one on the w-2's then claim head of household on tax forms and file togeather the earned income credit pays you back plus the tax back if your incomes below about 55'thousand you can use E-Z forms and have the irs check them for free dont use a service unless you are self imployed or make a lot of money just go to the irs site and file online most states file online or by phone good luck

Answer 7

As a boyfriend, he can't claim you.