"Dick Adams" <rdadams[at]panix.com> wrote in message
news:go6pul$iu6$1[at]reader1.panix.com...
- quote -

Or Married filing separately (if you dare choose it).

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<< ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- >

<rhollmer[at]gmail.com> wrote:

- quote -

To bean HoH, you have to be unmarried or separated every single day
for the last six months of the tax year. Based on your facts as
presented, your filing status is Married Filing Jointly.

Dick

--
<< ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- >

On Feb 25, 8:44*pm, "CMS, VA CPA" <csha...[at]-Delete-This-Nospam-
shanescpa.com> wrote:
- quote -

Excellent information. Thank you both for answering. I have a large
amount withheld to make sure I never owe any taxes at the end of the
year, but I wasn't sure if I was claiming HoH without thinking about
it. Thanks again. -R

--
<< ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- >

Are you asking about your W-4 or your tax return?

The W-4 does not offer a HOH status. It offers Single, Married, Married But
Withhold at Higher Single Rate.

If you are asking about your tax return, you cannot claim HOH if you are
married and living together. You would file "married filing joint".

--
Charles M. Shanes, CPA
Charles M. Shanes CPA, LLC
Richmond, VA
QuickBooks ProAdvisor
Microsoft MPAN Member for SBA
www.shanescpa.com
cshanes[at]-Delete-This-Nospam-shanescpa.com


<rhollmer[at]gmail.com> wrote in message
news:9e74b327-0332-4d98-ae03-a207c367e358[at]l16g2000yqo.googlegroups.com...
- quote -

========================================= MODERATOR'S COMMENT:
Check out Line E of http://www.irs.gov/pub/irs-pdf/fw4.pdf

--
<< ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- >

In article <9e74b327-0332-4d98-ae03-a207c367e358[at]l16g2000yqo.googlegroups.com> ,
<rhollmer[at]gmail.com> wrote:
- quote -


The W-4 form that you give to your employer is a planning tool.

It is designed to help you withhold the right amount of federal
income tax. If you significantly underwithhold, the IRS
might impose a monetary cost on you, so try to get it right.

When you file your tax return, you ar calculating the exact
amount of tax. And you must select the correct filing status.


If you are married and not living apart from your spouse you
are not eligible to select head of household, so it would be
a good idea not to use it on your W-4 form for your employer
either.
--


ArtKamlet at a o l dot c o m Columbus OH K2PZH

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<< ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- >

With all of the changes in the Obama administration, I am left
wondering about the decisions I've made on my W2. First and foremost,
I don't recall if I am claiming Head of Household.

Q. Is Head of Household optional?

I have two minor children and my wife is a nursing student. She will
graduate in a year and a half, but I believe I have always claimed
HoH. I have paid more than 1/2 of the household expenses for the past
year. I found that this is one of the criteria. But I'm not sure
that it would really be beneficial to claim HoH.

Q. What are my options? Once she has graduated, I will really be
pushing it to keep us in our current tax bracket. I don't think it
will be possible if I am claiming HoH.

Thanks in advance,

R

--
<< ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- >