OVERVIEW
Learn how to prove "Head of Household" status for the IRS with help from TurboTax in this video on tax tips.
TABLE OF CONTENTS
Video transcript:
Hi, I'm Arye from TurboTax. To qualify for head of household on your tax return, you must be unmarried or considered unmarried by the IRS and live with a qualifying person that you can claim as a dependent, such as a child or elderly parent, for more than half of the year.
Filing as head of household may entitle you to a higher standard deduction, lower tax rates and increase the likelihood of qualifying for certain deductions and credits.
The IRS can require you to prove that you are eligible to be a head of household, but don't worry, it's pretty simple.
- First, you'll need to show that you provide more than half of the financial support for a dependent, like a child or your elderly parent. To prove this, just keep records of household bills, mortgage payments, property taxes, food and other necessary expenses you pay for.
- Second, you will need to show that your dependent lived with you for the entire year. School or medical records are a great way to do this.
If your dependent is your child however, then you'll only need to show that they lived with you for half of the year. That's it!
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