Category Archives: Filing Status

Head of Dependent

Today TaxMama hears from Greg in Indiana, who says. “My gay partner and I have lived together for 2 years. 2005 was the first full year we have lived under the same roof. I pay more than 60% of the household items (rent, insurance, food etc.) Can I legally file as head of household? Does […]

Married or Otherwise

Today TaxMama hears from Karin in Jacksonville, Florida, who tells us “I was single for most of 2005. Now my husband and I are trying to figure out the best way to file, since for that time I was head of my household, paying daycare expenses and etc. Any advice? He has already filed Married […]

S-Corping

Today TaxMama hears from Julie in Silicon Valley, CA, who’s concerned, “I’m just launching a new business. After talking to an attorney, I decided I wanted to be an S-corp versus an LLC. I incorporated on September 2, 2005. When Form 2553 (Election by a Small Business Corporation) arrived for the S-corp election, it stated […]

Married, Sort of

Today TaxMama hears from Rachel who appeals for help “Please help me figure out my status for next year’s taxes! My boyfriend and I plan to be married for commitment purposes. But I want to file as single because I don’t want my parents to find out my marriage status for the next 2 years. […]

Defaulted Student Loan

Today TaxMama hears from Margaret. “My daughter’s boyfriend, with whom she lives, filed his tax return claiming my daughter and their child for the sake of the EIC. He expected to receive approximately $2000 back as a refund. Instead he received a notice from IRS that not only was he not getting his refund, but […]

Not My Wife

Today Bill from Cinncinnati, OH wants to know. “I have what I think is a simple question. My fiance and I have lived together for over 2 years. She is now pregnant with my child and had an income of only $1400 last year. Is it possible for me to claim her as a dependant? […]

No Extension

Today Robyn from Atlanta, GA goofed. She asks, “What happens if you do not file an extension and you are late sending you taxes in? What percentage are you charged?”

Not Born in the USA

Today Mike from Australia has a dilemma – I am a dual US / Australian citizen (Had US parents who immigrated to Australia prior to my birth) who has lived and worked in Australia his entire life. Recently, an opportunity has arisen whereby I’ll be able to live and work in the US for a […]

The Year That Husband Dies

Today Patty from Haslett, Michigan has this tale of woe “I was married February 14, 2004, Valentine’s Day. My husband died April 16, 2004. He was on Medicaid and had no income. Do I need to file a tax return for him?

I Want my EIC

Today, Ford from the Internet says, “Last year I was head of household for 8 months. Then, I got married. Can I still file head of household? I want to be able to collect an Earned Income Credit (EIC).”

Filing Status

Today, Yvonne from Illinois hopes we can help her “I filed for a divorce in March of 2004. We live in separate homes and separate counties. Can I file for head of household, knowing he will also file for head of household. The divorce is not final yet.