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Head of Household Status

 

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Subject Author Date
Head of Household Status martysd 02-17-2008
Posted by martysd on February 17, 2008, 10:52 pm
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Hi,

My fiancee and I moved in together in January 2007. We each have
have one qualifying child from previous marriages and have been filing
as heads of household through 2006. Given that we lived together for
the entire year, can we both file as head of household for 2007?
Everything seems clear except for the "providing over 1/2 of the cost
of maintaining a home" provision. We both contribute approximately 50%
for the household expenses. We have gotten some conflicting advice
from some professional preparers and we are hoping to find a
definitive answer. Thanks in advance for your help.

--
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Posted by Arthur Kamlet on February 17, 2008, 11:29 pm
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>My fiancee and I moved in together in January 2007. We each have
>have one qualifying child from previous marriages and have been filing
>as heads of household through 2006. Given that we lived together for
>the entire year, can we both file as head of household for 2007?
>Everything seems clear except for the "providing over 1/2 of the cost
>of maintaining a home" provision. We both contribute approximately 50%
>for the household expenses. We have gotten some conflicting advice
>from some professional preparers and we are hoping to find a
>definitive answer. Thanks in advance for your help.

It would appear this is onehousehold, not multiple households.

At most, only one of you could provide more than half the costs
of maintaining the household.
--


ArtKamlet at a o l dot c o m Columbus OH K2PZH

--
<< ------------------------------------------------------- >>
<< 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. >>
<< ------------------------------------------------------- >>

Posted by Bob Sandler on February 17, 2008, 11:58 pm
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>Given that we lived together for
>the entire year, can we both file as head of household for 2007?
>Everything seems clear except for the "providing over 1/2 of the cost
>of maintaining a home" provision. We both contribute approximately 50%
>for the household expenses.

Whichever one of you paid slightly more than half, even if
it's only a dollar more, can file as head of household. The
other must file as single.

Bob Sandler

--
<< ------------------------------------------------------- >>
<< 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. >>
<< ------------------------------------------------------- >>

Posted by Dick Adams on February 18, 2008, 2:33 am
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> My fiancee and I moved in together in January
> 2007. We each have have one qualifying child
> from previous marriages and have been filing as
> heads of household through 2006. Given that we
> lived together for the entire year, can we both
> file as head of household for 2007? Everything
> seems clear except for the "providing over 1/2
> of the cost of maintaining a home" provision.
> We both contribute approximately 50% for the
> household expenses. We have gotten some
> conflicting advice from some professional
> preparers and we are hoping to find a
> definitive answer. Thanks in advance for your
> help.

I am both the resident proponent for shacking up
and the resident authority on "Living in Sin for
Fun and Profit."

The detailed answer is you can have multiple HoH's
in a single family building UNLESS there is a
conjugal bed. The simple answer based on the facts
and circumstances you presented is NO - You get to
choose who files HoH and who files single. Run the
numbers and see if it makes economic sense to get
married.

Before you get married, there is your lover's
mother who speaks well of you and to you. After
you get married, .....

In my next life, I will shack up with orphans!

Dick

--
<< ------------------------------------------------------- >>
<< 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. >>
<< ------------------------------------------------------- >>

Posted by Phil Marti on February 18, 2008, 6:13 am
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"Dick Adams" wrote:

> In my next life, I will shack up with orphans!

That's our Dick. Always the romantic softie.

--
Phil Marti
Clarksburg, MD

--
<< ------------------------------------------------------- >>
<< 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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