personal finance pdf Taxes - Head Of Household Explained

If you want to get a larger tax return, then you definitely want to learn about the Head of Household filing status.

For the purposes of the Head of Household filing status, a qualifying person is a child, parent, or relative who meets certain conditions that enable you to qualify for Head of Household.

A qualifying child would be:

Your child (including legally adopted), stepchild, foster child, sibling, half-sibling, step-sibling, or a descendant of any of them (for example, your grandchild or niece) AND

Permanently and totally disabled OR under the age of 19 as of December 31, 2016 (under 24 if a full-time student) and younger than you (or your spouse, if filing jointly) AND

Lived with you for more than half the year AND

Single (or if the child is married, you'd have to qualify to claim them as a dependent even if you're not going to claim them as such).

A child that is too old to fit the definition of qualifying child may qualify as a relative for Head of Household.

A qualifying relative would be:

Your mother or father, if you're qualified to claim them as a dependent (even if you're not claiming them as such) OR

A relative related by blood, legal adoption, or marriage other than a parent (child, sibling, grandparent, nephew, aunt, step-parent, in-law, etc.) AND

lived with you for more than half the year AND that you're able to claim as a dependent (even if you're not claiming them as such).

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personal finance pdf Taxes - Head Of Household Explained
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