Tag Archives: head

Ask TaxMama Issue 532 – A Time For Miracles

Dear Family, The year is ending and a lot of changes have taken place in your tax life. There have probably been more legislative changes this year, than ever – and more are still being contemplated by Congress this month. In fact, there are two tax bills that have been passed by the House of […]

Son’s Girlfriend’s Baby

Today TaxMama hears from Anthony in North Carolina with this story. “My son’s pregnant girlfriend moved in, back in May and the baby was just born. My question is, will I be able to claim both of them, girlfriend and baby, on my 2009 taxes? If so will I get the child tax credit for […]

Qualifying Person for HOH

Today TaxMama hears from Orla in Colorado. “I have a friend who has provided full support for his girl friend who is unemployed, and her daughter who is 18 and in high school. They both have lived with him for the full year. He should be able to file head of household but can he […]

Claiming my Parents

Today TaxMama hears from April in California, who’s done some research. “I’d like to include my parents as qualifying dependents on my 2009 personal tax return (single). My father has been out of luck in the job market since late 2008, and has been collecting unemployment insurance. Their interest income plus unemployment would be over […]

Putting Your Affairs in Order

The doctor, after an examination, sighed and said, ‘I have some bad news. You have cancer, and you’d best put your affairs in order.’ The woman was shocked, but managed to compose herself and walk into the waiting room where her daughter had been waiting. ‘Well daughter, we women celebrate when things are good, and […]

Ask TaxMama Issue 461 – IRS Improves Online Payments

Saver’s Credit for Retirement Savings Contributions

If you make eligible contributions to an employer-sponsored retirement plan or to an individual retirement arrangement, you may be able to take a tax credit. The Savers Credit formally known as the Retirement Savings Contributions Credit applies to individuals with a filing status and income of: Single with income up to $26,000 Head of Household […]

Year End Wedding

Today TaxMama hears from Annie in Alabama who tells us. “My daughter got married on 12/23/06. She is a full time student. Now her husband want to file with her. Can I still file with her as a dependent? Or does her husband get to file with her?” ~~~~ Dear Annie, If your daughter is […]

Forged Signature

Today TaxMama hears from Evelyn in San Jose, CA who has this tale of woe, “My ex-husband filed a joint taxes for us for 2004. We were separated and lived in different states at the time he filedr. Since we were together the majority of 2004 and he had a copy of my payroll stubs […]

Common-Law Status

Today TaxMama hears from Lisa in Texas who tells us, “I went to new tax preparer this year. My husband and I are common law married and we live in Texas. For the past couple of years the other tax person filed us with me as head of household and my husband as single. The […]