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Old 01-20-2014, 09:58 AM
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girlfriend and dependent

my girlfriend and dependent have lived with me for the last year. what are my options for filling? we both have hourly jobs, no investments of major contributions.



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Old 01-20-2014, 09:03 PM
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Originally Posted by johnnyg View Post


#1;my girlfriend and dependent have lived with me for the last year. what are my options for filling?


#2;we both have hourly jobs, no investments of major contributions.
#1; A person who qualifies as a head of household typically has a lower tax burden than a single person or as a married couple filing separately. In general, living with your girlfriend does not qualify you to file your tax return as a head of household if youmeet the requirements for claiming a dependent.so,UNLESS the dependent is your qualifying person, you can’t file HOH; you need to file as single and can claim your GF and her dependent on your return.aslongas she is claimed by you as your dependent, then, she can’t file her return as hoh. In general, IRS defines who constitutes a qualifying person as a relative who lives with you. If a child, grandchild, parent, grandparent, sibling or other relative lives with you, and you can meet the other two requirements, you can file for hoh status. However, some restrictions apply to family members. For example, if your father lives with you and you can claim an exemption for him, he is a qualifying person. If you cannot claim an exemption for him, he is not. The IRS specifically states that living with your girlfriend does not qualify you as a hoh. Even if your girlfriend lives with you for the entire year and you pay more than half of the household expenses, the IRS doesn't recognize non-married girlfriends or romantic partners as qualifying persons. Apart from the IRS, your state tax laws may also allow you to file for head of household status. Each state has its own laws governing state taxes, though head of household status is not generally available to you if you live with your girlfriend. For example, according to the State of California Franchise Tax Board, living with your girlfriend and her child does not qualify you as a head of household because you are not married to the child's parent, nor is the child your own.please chyeck it with your state dept of rev for sure.


#2;as mentioned above; aslong as she is not your dependent and meets the requirements to claim her dependent as her qualifying person, then, she can file her return as hoh.



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