Can an individual who is using the filing status of Head of Household (HOH) claiming two children as dependents also claim a lifelong girlfriend as a dependent on his taxes if he completely supports her, she does not earn any income, and she is a stay-at-home mom to these two children?

September 20th, 2024

My 19-year-old son received Supplemental Security Income in 2011 amounting to $8169. He is a full-time student and pays me $400 per month for room and board. Can I claim an exemption for him on my tax return considering the gross income test and the support test? Do I need to report the $400 as rental income and fill out Schedule E and Form 4562 for depreciation?

May 29th, 2023

I am being audited for claiming dependents and head of household (HOH) on my tax return. I had a friend help with my taxes, claiming my girlfriend's kids as dependents, which I didn't know could cause an audit. Can I amend my return to not have dependents or HOH, and what is the worst-case scenario if I do?

November 21st, 2024

I graduated in spring 2011. The tuition and related expenses for fall 2010 and spring 2011 were processed in December 2010, but the scholarships and grants for spring 2011 were released in 2011. My 2011 1098-T form shows $8985 in box 5, but I only received an extra $2000 for spring 2011. This discrepancy is causing me to owe $1300 to the IRS. How can I resolve this issue?

February 3rd, 2023

I worked on the road and received $35/day per diems on a non-accountable plan. Some cities I worked in have higher standard rates than what I was paid. What do I claim in my job-related expenses: the total per diems I was paid, the total standard rate for the cities I worked in, or some other combination involving the 50% rule mentioned in IRS Publication 463?

January 4th, 2024