I just got audited, and I’m feeling really frustrated. I’ve been divorced for over four years, and my ex has been living as a guest in the townhouse I lease. I’ve been covering all the utilities, insurance, and various bills, including childcare and education expenses for our kids. Now, the IRS is saying that because he’s considered a guest, I can’t claim head of household status and must file as single. This is infuriating! I hold the lease, I’ve paid all the bills, including water, and now they’re asking me to pay an additional $7,000 because he didn’t move out by December 31st? Do I seriously need to provide all the receipts for utilities, rent, schooling, and medical/dental insurance just to prove that I’ve taken care of everything for our kids, aside from the minimal child support he provides?
One response
It sounds like you’re in a frustrating situation, and I’m really sorry to hear that. The IRS has specific criteria for qualifying as Head of Household, and it sounds like they may be interpreting your ex’s living situation as a factor against that qualification. It’s important to gather all documentation that supports your case.
Here are some steps you can take:
Gather Documentation: Collect all relevant documents, including your lease, proof of utilities and bill payments, childcare and schooling expenses, and any records of child support received.
Maintain a Record: If you haven’t already, create a detailed account of your financial contributions related to housing, childcare, and living expenses. This will help clarify your position.
Consult a Tax Professional: It might be beneficial to consult with a tax advisor or a CPA who can help you navigate your Audit. They can provide specific guidance on how to present your evidence and may be able to help you contest the IRS determination.
Respond to the IRS: Make sure to respond promptly to any IRS inquiries, and include all the documentation you’ve gathered to support your claim.
Consider Your Options: Depending on your situation, you may want to explore options such as filing an appeal if you disagree with the IRS’s assessment.
While it’s understandably overwhelming, being organized and proactive can help you address the situation. Best of luck!