Message Font: Serif | Sans-Serif
No. of Recommendations: 2
She and I split the "household" bills/rent/expenses fairly evenly. Does she easily qualify to claim Head of Household because she pays more than 50% of her and her dependent's SHARE of the expenses? Or does she need to pay more than 50% of the "entire" household's expenses, regardless of who else lives and pays expenses in the house?

I have to disagree with the previous response. You have only one household, regardless of what the IRS does or does not know.

The rule for Head of Household filing status is that one must provide more than half the cost of maintaining the household. Just by inference from your wording, I suspect you're looking at things that are not included in such expenses, as well as those that are. Take a look at the discussion in IRS Publication 501, making sure you're looking at Head of Household and not the support test for dependents.

Phil Marti
Print the post  


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.
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.
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.