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Lev
Lev, Tax Advisor
Category: Tax
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Experience:  Taxes, Immigration, Labor Relations
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I currently live with my brother who is 23 years old and I

Customer Question

I currently live with my brother who is 23 years old and I am wondering if I can file under Head of Household. He has been living with me the past few years and neither of his parents are claiming him on their tax returns. His dad pays his rent to me which is less than half of my rent expense. He did hava job during the 2008 tax year, but I am not sure how much he earned. What is the Maximum he could have earned in 2008 for me to claim Head of Household. He is currently unemployed and is a full time student. Can I file under Head of Household??
Submitted: 5 years ago.
Category: Tax
Expert:  Lev replied 5 years ago.

If your brother is under 24 on the last day of 2008 and was full time student in 2008 and lived with you more than 6 months in and your brother doesn't provide more than half support for himself - he is your qualified child and you may claim him as dependent and you qualify to use the head of household status.

 

See for reference the IRS publication 501 - http://www.irs.gov/pub/irs-pdf/p501.pdf

 

graphic

 

Lev, Tax Advisor
Category: Tax
Satisfied Customers: 22749
Experience: Taxes, Immigration, Labor Relations
Lev and 4 other Tax Specialists are ready to help you
Customer: replied 5 years ago.

His parents are divorced and I see there is an exception for that. What is the exception??

Expert:  Lev replied 5 years ago.

Please refer to the IRS publication 504 - http://www.irs.gov/pub/irs-pdf/p504.pdf

If a child is treated as the qualifying child of the noncustodial parent under the special rule for divorced or separated parents, only the noncustodial parent can claim an exemption and the child tax credit for the child.

However, the noncustodial parent cannot claim the child for head of household filing status, the credit for child and dependent care expenses, the exclusion for dependent care benefits, and the earned income credit. Only the custodial parent (or other eligible taxpayer) can claim the child as a qualifying child for these four tax benefits.

 

However - if the child did not live at least six month with either parent - he is not a qualified child for his parents, but only a qualified child for you - see definitions above.

 

Customer: replied 5 years ago.
Sorry Lev, I forgot to press accept. One more small question. Does my brother still have to file his taxes this year if I claim him on mine??
Expert:  Lev replied 5 years ago.

If you brother is your dependent - there are separate filing requirements for dependents - see the publication 501 for details.

generally - if his income is from work only - he is required to file if his earned income is above $5450 (fro 2008)

However if he has any taxes withheld and want to get a refund - filing tax return is the only way to get a refund.

 

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