Welcome Guest. Register Now!  



Reply
 
LinkBack Thread Tools Search this Thread Display Modes
  #1 (permalink)  
Old 01-20-2015, 02:37 PM
Junior Member
 
Join Date: Jan 2015
Posts: 1
Long and Complicated - Not sure who files as what

This is a long and complicated scenario and questions so be warned! Lol. Hope someone is able to sort through it all.

Scenario:
-----------
In 2014 there were 3 people including myself living together for more than 10 months of the year. I receive disability that falls in the healthcare.gov bracket of 15,000-62,000 for 12 months. My partner was unemployed during 2014 and relied on me for more than 50% of personal needs, so I believe she's at least a dependent of me. My mother, for all intents, was basically renting a room. She paid a set amount each month that went to household bills (% of rent, utilities, cable & internet) all other expenses like food, transportation, personal items and bills, health care, etc were paid separately. She has 2 jobs and I think her income falls in the range of 38k-50k a year. Her household contribution, or I guess my income from her, was under 4,000 for the entire 12 months. Outside of my disability no one received any type of state or federal assistance for anything. No one attended a college. And I'm fairly certain no contributions to anything were made.

Questions:
-------------
When I file am I head of household? (partner is my dependent I think but mother was not)

My partner had no health coverage but we are thinking about applying for it this year. How does my mother's income affect her tax payment for not having health insurance in 2014 (will she owe 1% of my income or 1% of me and my mother's income or is she exempt because she had no personal income). How does my mother's income from last year affect household income or household size when she tries to obtain health insurance for 2015? My mother moved out in November 2014.

How I think I would file:
----------------------------
Me as head of household with 1 dependent and my disability as income.
My partner as dependent of me with no income.
And my mother I assume files as single with her own income. By those assumptions I would assume my partner files for health insurance listing only my disability as income for the time being.

Please help. I tried asking healthcare.gov and they sound more confused than I am about filing status and what goes on their own application. I really don't want to screw up tax forms or a health insurance application.

Thanks in advance for anyone that made it this far into the post xD.



Digg this Post!Add Post to del.icio.usBookmark Post in TechnoratiFurl this Post!Reddit! stumble!bookmark in google!Share on Facebook!
Reply With Quote
Ads
Reply



Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

vB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


Similar Threads
Thread Thread Starter Forum Replies Last Post
Complicated situation kaceyr2000 Miscellaneous 0 03-14-2014 06:10 PM
Complicated.. MommaDragon86 Estimated Taxes 1 02-27-2013 05:53 AM
1099-Q - who files the form? satchmo05 Income 4 02-06-2012 04:48 PM
1099-Q - who files the form? satchmo05 Filing Requirements 0 02-04-2012 09:43 PM
Complicated tax situation rdjcampbell88 Miscellaneous 2 04-18-2011 04:32 AM

Follow us on Facebook Follow us on Twitter Google Buzz Rss Feeds

» Categories
 
Individual
 » Income
 » IRA/Sep
 » Medical
 
Corporations
 » Payroll
 
Forum for CPAs
 
Financial Planning
 
 
 

» Recent Tax Q&A
No Threads to Display.