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Support Center > Knowledge base> Category: Filing Status, Dependents, Exemptions
Category: Filing Status, Dependents, Exemptions
38 Articles
Orange arrow Can I file without a Social Security Number for my dependent?

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  You must list the social security number (SSN) or individual tax identification number (ITIN) of any person included on the tax return. Note: If your dependent does not have and cannot get an SSN, you must list the individual taxpayer identification number (ITIN) or adoption taxpayer identifica...
Orange arrow Head of Household Qualifying Dependent

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  Head of Household This filing status is for unmarried individuals who provide a home for certain other persons. (Some married persons who live apart may also qualify, and some persons married to a nonresident alien may also qualify. See below.) You may file head of household only if as of December...
Orange arrow What is a qualifying dependent relationship for EIC and/or Child Tax Credit?

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  In general, to be a taxpayer's qualifying child, a person must satisfy four tests: Relationship: the taxpayer's child or stepchild (whether by blood or adoption), foster child, sibling or stepsibling, or a descendant of one of these. (Note: There are new rules to determine who is a foster child ...
Orange arrow Self-Exemption Rule

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  Deduction for personal exemptions suspended For 2018, you can’t claim a personal exemption deduction for yourself, your spouse, or your dependents....
Orange arrow Can I file as an injured spouse?

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  Form 8379 is filed by one spouse (the injured spouse) on a jointly filed tax return when the joint overpayment was (or is expected to be) applied (offset) to a past-due obligation of the other spouse. By filing Form 8379, the injured spouse may be able to get back his or her share of the joint refu...
Orange arrow Head of Household Filing Status

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  This filing status is for unmarried individuals who provide a home for certain other persons. You can check the box on line 4 only if you were unmarried or legally separated under a decree of divorce or separate maintenance at the end of the year and either Test 1 or Test 2 below applies: Test 1: ...
Orange arrow Support Test for Dependents

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  Generally, you need to provide over half of the person's support during the year. However, there are special rules for children of divorced or separated parents, and for persons receiving support from two or more individuals (see separate FAQ's for these). To determine whether you meet this test, ...
Orange arrow Retirement Savings Contribution Credit

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  You may be able to take this credit if you, or your spouse if filing jointly, made: Contributions to a traditional or Roth IRA Elective deferrals to a 401(k), 403(b), governmental 457, SEP, or SIMPLE plan, Voluntary employee contributions to a qualified retirement plan (including the Federal T...
Orange arrow What is the support test for dependents of separated or divorced parents?

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  A child will be treated as the qualifying child or qualifying relative of his or her noncustodial parent (defined on page 19 of Form 1040 instructions(page 20 for 2018)) if all of the following conditions apply: The parents are divorced, legally separated, separated under a written separation ag...
Orange arrow Can I file as Married Filing Separate?

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  If you are married and file a separate return, you will usually pay more tax than if you use another filing status for which you qualify. Also, if you file a separate return, you cannot take the student loan intrest deduction, the education credits, or the earned income credit. You also cannot tak...
Orange arrow Spouse Exemption Rules

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  Deduction for personal exemptions suspended For 2018, you can’t claim a personal exemption deduction for yourself, your spouse, or your dependents....
Orange arrow Dependents Relationship Test

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  To meet this test, a person must either: Live with you for the entire year as a member of your household, AND Be related to you in one of the ways listed under Relatives who do not have to live with you. If at any time during the year the person was your spouse, that person cannot be your de...
Orange arrow What is Form 2120 Multiple Support Declaration?

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  Use Form 2120 to: Identify each other eligible person (see below) who paid over 10% of the support of another person whom you are claiming as a dependent and Indicate that you have a signed statement from each other eligible person waiving his or her right to claim that person as a depen...
Orange arrow What is the joint return test?

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  Even if the other dependency tests are met, you are not allowed an exemption for your dependent if he or she files a joint return. (Exemptions are no longer available starting with the 2018 tax year) Example: You supported your daughter for the entire year while her husband was in the Armed Forces...
Orange arrow What filing status do I choose ?

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  Single You can check the box on line 1 if any of the following was true on December 31. You were never married. You were legally separated according to your state law under a decree of divorce or separate maintenance. But if, at the end of the tax year, your divorce was not final (an interlocuto...

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