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Filing Statuses for Income Tax Return

In each of the following independent situations, determine Winston's filing status for 2012 and why. Winston is NOT married. These 5 situations either fall into the categories of Single Taxpayers, Married Individuals, Marriage Penalty, Surviving Spouse, Head of Household, or Abandoned Spouse.

a). Winston lives alone, but he maintains a household in which his parents live. The mother qualifies as Winston's dependent, but the father does not.
b). Winston lives alone, but he maintains a household in which his married daughter, Karin, lives. Both Karin and her husband (Winston's son-in-law) qualify as Winston's dependent.
c). Winston maintains a household in which he and a family friend, Ward, live. Ward qualifies as Winston's dependent.
d). Winston maintains a household in which he and his mother-in-law live. Winston's wife died in 2011.
e). Same as (d), except that Winston's wife disappeared (i.e., she did not die) in 2010.

Solution Preview

a) Winston is considered head of household with the qualifying person being his mother. As long as one parent is a qualifying person, he can use head of household.

b) Winston would again qualify as head of household because his daughter qualifies as his dependent ...

Solution Summary

This solution explains the filing status in each of the independent situations for 2012, for Winston.

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