Dependency Qualification Calculator an online tool developed by an AARP Tax-Aide volunteer in Colorado.
url: (http://aarp.bogarthome.net/Dependent Qualification Calculator.htm)
Tip: As with all charts/tools, be careful to check the correct boxes and responses. This is a new tool ... some may like it better than the Qualifying Child & Qualifying Relative - AARP TaxAide Charts
IRS: Interactive Tax Assistant (ITA) is the easiest way to determine filing status and dependency. Find it any of these places:
Pub 4012, Tab B & C ... filing status and dependency work together, but must determine dependency to chose Head of Household.
TIP: Be careful with qualifying person for Head of Household, if: "he or she is not related to you in one of the ways listed above and is your qualifying relative only because he or she lived with you all year as a member of your household (for example, a companion or a friend)" ==> not a qualifying person for Head of Household
Qualifying Child & Qualifying Relative - AARP TaxAide Charts many veteran counselors recommend these charts
IRS Form 1040 Instructions:
2. Tax Topics >