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Do I need to claim a child as a dependent to file Head of Household?
No. To file as Head of Household, you need a qualifying child or other qualifying individual (e.g. parent) for whom you can claim as a dependent, or a relative for whom you paid over half the cost of keeping up a home in which you both live. After you select head of household, follow the on-screen instructions to enter a dependent or qualifying individual.
How do I change my filing status?
To change your filing status, follow these steps:
- Click "Personal Info" in the navigation bar to visit the Personal Info Summary page. You can review your filing status and personal information here.
- Click "Filing Status" and follow the on-screen instructions to change your filing status.
- As you continue through the personal info part of the program, you may be prompted for additional information (e.g. spouse info) depending on what your new filing status is.
How do I enter grant income?
- If your grant was reported on a Form 1099-G, enter your grant income in the "Government income" section of the program.
- From Income Summary, select "edit" next to Government Income and follow the on-screen instructions.
- If you received a scholarship or fellowship grant not reported on a Form W-2, enter this in the "Income" section of the program.
- From the Income Summary page, click edit next to wages
- From the W-2 Summary page, click continue and answer "yes" to the "Taxable scholarship or fellowship grants" radio in the Other Earned Income page, then follow the on-screen instructions.
How come my refund is greater than the total tax I paid?
There are certain tax credits called "refundable credits", which can give you a refund that is greater than the total tax you paid. In other words, these credits are an extremely generous gift from the government to you. Examples of these types of credits are the "Earned Income Credit (EIC)" and the "Refundable Education Credits". Upon completion of the preparation of your return, your Bottom Line screen will show you exactly how your refund was calculated
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