Message Font: Serif | Sans-Serif
UnThreaded | Threaded | Whole Thread (7) | Ignore Thread Prev | Next
Author: Crushagrape One star, 50 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 123149  
Subject: File as single or HOH? Date: 4/2/2011 12:38 AM
Post New | Post Reply | Reply Later | Create Poll Report this Post | Recommend it!
Recommendations: 0
I am trying to help a neighbor determine if she should file as a single person or HOH, and would appreciate hearing any thoughts you may have on choosing the correct filing status. This is her situation:

The only person in the home, besides her, is an adult son who was certified as fully disabled a few years ago because of a brain injury. It is not likely he'll ever be able live alone, and will probably maintain his certification as fully disabled for the rest of his life. He applied for, and has received, Social Security Disability benefits.

In late 2009, or early 2010, the son got a job and went off Social Security Disability. He earned about $20,000+ in 2010, which is considerably more than 50% of his mother's cost in keeping up their home and providing his meals. (By the way, his employer likes him and will keep him on as long as possible, but that could change, and he may have to go back on Disability.)

It is clear the son cannot be claimed as a dependant because of his income, but is his mother allowed to file as Head of Household in that she is providing a home for a disabled relative, her adult son? I have looked over IRS Publication 501 concerning filing status, but it leaves me wondering.

Thank you for reading this, and offering your thoughts.
Post New | Post Reply | Reply Later | Create Poll Report this Post | Recommend it!
Print the post  
UnThreaded | Threaded | Whole Thread (7) | Ignore Thread Prev | Next


In accordance with IRS Circular 230, you cannot use the contents of any post on The Motley Fool's message boards to avoid tax-related penalties under the Internal Revenue Code or applicable state or local tax law provisions.
Post of the Day:
Saul's Investing Discussions

Skyworks Mid-Quarter Review
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Community Home
Speak Your Mind, Start Your Blog, Rate Your Stocks

Community Team Fools - who are those TMF's?
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.