Community College Rejected Tax Transcripts?

Hi guys, I am in deep crap.

So, my situation is that my the community college is not willing to accept my parents’ tax transcripts for verification due to the fact that the both of them filed under the status of “Head of the Household”. I want to clarify a few things:

  • they have both never been married to each other, so they have filed as this for years. -We moved from Cali to here (Florida) under a year ago (maybe that has something to do with it?)

Now the F.A office at the college has told my mom and dad, one of them, to refile. What does that mean? The tax preparer told us that one of them has to take away and fix the “head of the household” status, but they would have to pay back the money they received, and my parents are afraid of doing that.

What do I do? I am so stressed. I’m thinking of just going back to Cali because I have an offer from my aunt for $17/ hr but I dont think I can afford O.O.S and I know gaining residency is hard (right?)

-EDIT: I accidentally put $17 K!
Thank you so much, guys.

Do your parents live in the same household?

If so, is each claiming a different child?

If they are living together, I’m not sure that they can each file as “head of household”. I don’t think two different people can be “head of household” for the SAME household. I think the point of being HOH is that one person is the HOH.

But, maybe I’m wrong.

If one parent has to refile and lose the HOH, then it’s only fair that both parents “share” the expense of whatever taxes are owed. If a parent owes taxes it’s because they’ve been filing wrong…for many years. If they’ve been filing wrong for years, then they’ve been getting a tax benefit that they shouldn’t have been getting.

However, your parents don’t have to change anything…instead they can just pay for your schooling.

Yes! My mom claims me as her dependent, and my dad claims my younger brother as his. Apparently, they have been doing this for years in Cali, so I am guessing it must be some loop hole? If that’s the case, I’m quite disappointed ._.

According to this site: http://taxes.about.com/od/filingstatus/qt/Head-Of-Household-Status-For-Two-People-At-The-Same-Address.htm

It seems that they can, and my mother’s tax preparer has said that it was fine… So I am not sure. I’m hoping that it is just all down to semantics, but I understand that it doesn’t make sense to have two heads in one household.

My parents are in about $13 K of debt because we moved from California to FL under a year, and my dad has been struggling to find a job after finishing trade school. So as much as I wish, we could pay it off, we cannot.

If your dad did not have “enough” incomes, there is no tax advantages to HOH filing status.

Ah, he had a regular income last year; this upcoming tax year, he won’t have much of an income. Are you saying that he should not file as HOH next year?

That quote from your link and the following bullet points make me think that that’s not how your household operates. Is it? I get the sense that two HOHs can’t be done by two biological parents raising their kids together. But the link isn’t necessarily the last word either.

What are the qualifications of the tax preparer?

@OhShizSharon Yes! My mom claims me as her dependent, and my dad claims my younger brother as his. Apparently, they have been doing this for years in Cali, so I am guessing it must be some loop hole? If that’s the case, I’m quite disappointed ._.

What your parents are doing is cheating on their taxes. There is no loop hole to both file HoH. The key rule to filing HoH is to pay for MORE than half of the household. There is no way both can pay more than half.

Your mother’s tax preparer is wrong. This is just plain cheating and causes all the rest of us to pay more in taxes. I am grateful the CC in Florida is not allowing this to go unchecked.

@annoyingdad We are just one household. I dont know about the tax preparer.

@Jay1811 yeah… its quite embarrassing and disappointing.

I’m thinking of just going to California,to take my aunt’s offer if my parents choose refile… I really don’t know what to do. And I NEED to go to college. I don’t think I can wait until I am 24 for when FAFSA is able to identify me as an independent.

There is no “loop-hole” in Calif. The issue is with the way your parents filed federal taxes.

Somehow it’s never been caught by the IRS, but with FAFSA and having to put both parents down, it got caught.

There is no “loop-hole” in Calif. The issue is with the way your parents filed federal taxes.

Somehow it’s never been caught by the IRS, but with FAFSA and having to put both parents down, it got caught.

A short-time ago you posted that your parents wouldn’t allow you to stay back in Calif when they moved to FL…so why do you think they’d be fine with you moving back to Calif?

Also…do you realize how expensive it will be for you to move to Calif? The amount spent there may be similar to the cost of one of your parents refiling correctly.

Someone needs to calculate to see which parent needs to correct his taxes for the more minimal impact.

My sister and her (now) husband each claimed one child and HOH, but the difference was that they actually owned two houses. BIL always used one house, had his car registered there, voted from there, etc. and paid one of the kids’ tuition. My sister claimed one kid, her house, etc. They’ve never commingled money, even after being married for 18+ years. Now that they are filing FAFSA and such, having the two households hurts them because it is as if BIL house is a vacation house, and it really is where he lives (he works from there M-F, and they go to one house or the other on weekends because she works near the other house). Just how it is, beneficial in one way, a penalty in another.

It’s possible to have two HOH in one physical house if they are running a separate households. If it is two people commingling all the assets, using one checking account, sharing all expenses, then I don’t think they’ll meet the definition of HOH. I have two friends who are sisters, and they share a house with their mother. It really is a case of 3 separate families in one household and the two sisters are HOH (each has kids) and mother is a single filer.

However, I don’t think the school should be giving tax advice, The school can say the applicant is not qualified for FA and why, but I don’t think it should give advice to refile if the parents and their tax adviser are okay with the returns.

In cases where the school sees discrepancies when it comes to marital status and filing status, the school is required to identify and resolve those issues the student wishes to receive aid. My school would require the family to bring in IRS documentation that they would be allowed to file the way they do, or in some cases we have to reference the IRS publications ourselves. I’ve seen tax advisers give incorrect filing advice, so the school may not take word from the accountant…but that could vary school by school. If it was found that both parents could not file HoH, the school is able to tell the family they need to amend the return in order to receive aid.

Certainly when platonic friends, each with kids, are sharing a home, then each can be HOH. That is not the case with this family. They are a family in all ways but a marriage license.

“Now that they are filing FAFSA and such, having the two households hurts them because it is as if BIL house is a vacation house, and it really is where he lives (he works from there M-F, and they go to one house or the other on weekends because she works near the other house). Just how it is, beneficial in one way, a penalty in another.”

It seems you are describing a strange situation when your BIL family was cheating on taxes but suddenly decided to be honest on FAFSA. It is either one household or two households irrespectively of the number of houses.

@mom2collegekids "A short-time ago you posted that your parents wouldn’t allow you to stay back in Calif when they moved to FL…so why do you think they’d be fine with you moving back to Calif?

Also…do you realize how expensive it will be for you to move to Calif? The amount spent there may be similar to the cost of one of your parents refiling correctly."

Well, they’re opening to the idea because they think that me working that $17/hr job could get me to be independent (although I know that FAFSA sees it differently). I’d rather much live in Cali being that there’s all of my other family relatives there and my friends who are willing to help. If I end up not going to college, I might as well have help there, than have no help here…

I’m going to see how much it REALLY is to move there, but I have a slight idea. My parents are open to selling my car. Ill just move there with a suitcase. But I’ll only move if parents really don’t want to refile…

"It seems you are describing a strange situation when your BIL family was cheating on taxes but suddenly decided to be honest on FAFSA. It is either one household or two households irrespectively of the number of houses. "

No, they weren’t married when they filed HOH. They each had a home, they each paid all the expenses for the home each claimed as a main residence (hers in town, his about 70 miles away), they split the expenses for their two children. Not really different than divorced parents each claiming one child as the dependent even though both kids are always living in the same household together; my brother does this with his twins - he claims one, ex claims one, both are HOH, kids are always together but there are two households. Once BIL/sister got married, they started filing as married but each still resided in a different house, the house closest to work and that each owned before the marriage. Now, many years later, they just have an atypical living arrangement and accept that as an outlier to FAFSA, and put both houses on the FAFSA where they are penalized as if they own a vacation home and a residence. I have other married friends who do it too, and the H declares the other house as a primary residence. He has cars registered at the second house, votes from there, served jury duty from that address. It is because they invested an inheritance in that house and need to hold it for 5 years to avoid capital gain. Not illegal, just tax planning. If they had FAFSA aged kids (they don’t), they’d fill the forms out correctly, claiming two residences (with no rental income, that’s the price of getting out of the capital gains tax, and they think it is worth it to avoid the cap. gain).

FAFSA and the other forms are set up to cover the more common arrangements - married, divorced, remarried, etc. Now it is becoming more common for two parents to live together but never married (Goldie Hawn and Kurt Russell), so the 2014 forms started including that status. Most people who are able to have two separate households are usually professionals who won’t qualify for a lot of FA anyway (my sister changed careers, so current income is a lot less than it was when she bought her house), so it doesn’t make much of a difference and probably not worth the legislative time to establish yet another household type.

OP’s situation is a Goldie/Kurt one, so under the new FAFSA rules she now must list the income for both bio parents she lives with and, since verification was required, provide both tax transcripts. Two years ago this wouldn’t have been a problem because she only would have had to report one parent as the custodial parent, not married. If this was her mother and her mother’s boyfriend, no problem you just leave the boyfriend out of it (even if he claimed HOH if the younger sibling was his child), but since it’s two bio parents, FAFSA now requires both tax transcripts.

OP, do your parents realize that if they filed incorrectly they need to amend these returns because if this gets discovered they will be in deep trouble?

Do your parents realize that since they only have two kids and one of those kids (you) will be moving out to be independent, then one of your parents will lose a child to include on taxes and at that point one parent can no longer file HOH?

The IRS has a ton of backlogged returns that they eventually will get to and require the taxpayers to correct them.
If found to owe money, it will then be due, with interest, I am afraid.
Its to your parents advantage to correct their taxes, and make arrangements, rather than wait for the IRS to come after them.