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Calif "Senior Head of Household vs. TaxCut

 

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Subject Author Date
Calif "Senior Head of Household vs. TaxCut Joe Lauton 02-26-2008
Posted by Joe Lauton on February 26, 2008, 5:40 pm
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Did my taxes using TaxCut Prem and had the following issues:

1. No problems with Federal taxes. (A first for me)
2. There was NO prompt to enter the 2007 Estimated Calif tax paid in
the Calif tax forms - I had to enter it under payment with request for
extension. (I paid everything before April 15, 07 and filed no
extensions). This seemed to work - with a credit in the correct
place on the forms.

3. It is unclear if I may qualify "under Calif tax only" as their
"Senior Head of Household Credit" The qualifications that I see are
only that you are over 65 and your adjusted gross income is less than
$60,791 for 07. True for me.
The Qualified as Head of Household in 05 or 06 would seem not relevant
(I made no such claims then)

I have only supported myself.

DO I QUALIFY for this deduction?

Joe

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Posted by Katie on February 26, 2008, 5:53 pm
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> Did my taxes using TaxCut Prem and had the following issues:
>
> 1.  No problems with Federal taxes. (A first for me)
> 2. There was NO prompt to enter the 2007 Estimated Calif tax paid in
> the Calif tax forms - I had to enter it under payment with request for
> extension.  (I paid everything before April 15, 07 and filed no
> extensions).   This seemed to work - with a credit in the correct
> place on the forms.
>
> 3.  It is unclear if I may qualify "under Calif tax only" as their
> "Senior Head of Household Credit"  The qualifications that I see are
> only that you are over 65 and your adjusted gross income is less than
> $60,791 for 07.  True for me.
> The Qualified as Head of Household in 05 or 06 would seem not relevant
> (I made no such claims then)
>
> I have only supported myself.
>
> DO I QUALIFY for this deduction?
>


You don't qualify for the credit unless, in 05 or 06, you qualified as
head of household under CRTC Sec. 17042 by maintaining a household for
a qualified individual who died in 05 or 06. If you were not HOH in
05 or 06, you don't qualify as senior HOH in 07. Cal. Rev. & Tax.
Cd. §17054.7.

Katie in San diego

--
<< ------------------------------------------------------- >>
<< The foregoing was not intended or written to be used, >>
<< nor can it used, for the purpose of avoiding penalties >>
<< that may be imposed upon the taxpayer. >>
<< >>
<< The Charter and the Guidelines for submitting posts >>
<< to this newsgroup as well as our anti-spamming policy >>
<< are at www.asktax.org. >>
<< Copyright (2007) - All rights reserved. >>
<< ------------------------------------------------------- >>

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