Lee's Filing Status Determination in Different Scenarios
Lee's Filing Status Scenarios
Lee is 30 years old and single. Lee paid all the costs of maintaining his household for the entire year. Determine Lee's filing status in each of the following alternative situations:
a) Lee is Ashton's uncle. Ashton is 15 years old and has a gross income of $5,000. Ashton lived in Lee's home from April 1 through the end of the year.
In this case, Lee would file as Head of Household.
b) Lee is Ashton's uncle. Ashton is 20 years old, not a full-time student, and has a gross income of $7,000. Ashton lived in Lee's home from April 1 through the end of the year.
In this case, Lee would file as Single.
c) Lee is Ashton's uncle. Ashton is 22 years old and was a full-time student from January through April. Ashton's gross income was $5,000. Ashton lived in Lee's home from April 1 through the end of the year.
In this case, Lee would file as Single.
d) Lee is Ashton's cousin. Ashton is 18 years old, has a gross income of $3,000, and is not a full-time student. Ashton lived in Lee's home from April 1 through the end of the year.
In this case, Lee would file as Single.
e) Lee and Ashton are cousins. Ashton is 18 years old, has a gross income of $3,000, and is not a full-time student. Ashton lived in Lee's home for the entire year.
In this case, Lee would file as Single.
Final answer:
In each alternative situation, Lee's filing status would be different. In the first situation, Lee would file as Head of Household when Ashton is 15 years old. Lee would file as Single in the other situations when Ashton is older or not his dependent.
Explanation:
In each of the alternative situations, Lee's filing status would be different:
a) Lee is Ashton's uncle. Ashton is 15 years old and has a gross income of $5,000. Ashton lived in Lee's home from April 1 through the end of the year. In this case, Lee would file as Head of Household.
b) Lee is Ashton's uncle. Ashton is 20 years old, not a full-time student, and has a gross income of $7,000. Ashton lived in Lee's home from April 1 through the end of the year. In this case, Lee would file as Single.
c) Lee is Ashton's uncle. Ashton is 22 years old and was a full-time student from January through April. Ashton's gross income was $5,000. Ashton lived in Lee's home from April 1 through the end of the year. In this case, Lee would file as Single.
d) Lee is Ashton's cousin. Ashton is 18 years old, has a gross income of $3,000, and is not a full-time student. Ashton lived in Lee's home from April 1 through the end of the year. In this case, Lee would file as Single.
e) Lee and Ashton are cousins. Ashton is 18 years old, has a gross income of $3,000, and is not a full-time student. Ashton lived in Lee's home for the entire year. In this case, Lee would file as Single.