dkh
Level 15
03-24-2024
11:24 PM
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Try IRS interactive tax assistant https://www.irs.gov/help/ita/what-is-my-filing-status
or Do you have any reference guides like Quickfinder ? There is a great flowchart to help determine HOH status.
This woman may fall into the "Qualifying Relative" category which allows your client to claim HOH. Please do your due diligence and verify she meets all the necessary tests.
edit: Sorry - she falls into "Qualifying Relative" category but that qualification type is not allowed for HOH status. I should've taken my own advice and looked at the flowchart before adding the Qualifying Relative note.