Navigating the complexities of tax forms can often seem like an intricate dance, especially when it comes to ensuring that you’re taking advantage of all the potential benefits your filing status can offer. Among these forms, the FTB 4803E, specifically designed for the 2011 tax year, plays a crucial role for those considering or claiming the head of household filing status. This particular document is an essential tool for taxpayers who are determining their eligibility to claim someone as a qualifying person for this status — a status that can significantly impact one’s tax liabilities and refunds. The form meticulously guides the taxpayer through a series of questions designed to establish the qualification of the dependent, touching on their relationship to the taxpayer, their financial dependency, and even specifics such as periods of absence from the taxpayer’s home or educational pursuits. Moreover, it captures details regarding the qualifying person’s living situation, including whether they were placed in the taxpayer's care by an authorized agency or by a court order, their marital status, and their citizenship. For those navigating the intertwining aspects of marital status and tax implications, it sheds light on circumstances that could affect one’s eligibility, such as divorce, legal separation, or the dissolution of a registered domestic partnership. Each section of the form is intuitively structured to make the process of determining eligibility as straightforward as possible, ensuring that taxpayers can confidently ascertain their standing and, if applicable, lay claim to the benefits afforded by the head of household filing status.
| Question | Answer |
|---|---|
| Form Name | Ftb 4803E Form |
| Form Length | 2 pages |
| Fillable? | No |
| Fillable fields | 0 |
| Avg. time to fill out | 30 sec |
| Other names | CA SCHHOH.pdf referFromWeb VITAS5709 ftb 4803e form |
2011 Head of Household Schedule (FTB 4803e)
1.Use the chart below to identify the relationship of the person you believe qualified you for the head of household filing status. Enter the code number of that relationship in the code box to the right. You must have a qualifying person to qualify for the head of household filing status. You may not claim yourself, your spouse/registered domestic partner (RDP), or your tax preparer as your qualifying person.
Relationship |
Code |
|
Son, daughter, stepson, or stepdaughter |
1 |
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Grandchild, brother, sister, half brother, half sister, stepbrother, |
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stepsister, nephew, or niece |
2 |
|
Eligible foster child |
3 |
|
Father, mother, stepfather, or stepmother |
4 |
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Grandfather, grandmother, |
5 |
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||
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Other (please explain) |
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|
6 |
CODE
2.Provide the social security number, name, and age of the qualifying person you indicated in Question 1.
Social security number: __________________ Name: _____________________________
Age in years as of 12/31/2011: _________ If less than one year old, age in months: _____
3. |
Was your qualifying person’s gross income less than $3,700 in 2011? |
|
Yes |
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No |
|
4. |
Did you provide more than half the support for your qualifying person in 2011? |
|
Yes |
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|
|
|
|
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No
5.Was your qualifying person a
months during 2011 |
|
Yes |
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No |
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6.Did your qualifying person live with you the entire year in 2011?
Yes. Go to Question 8.
No. List the beginning and ending dates of each period your qualifying person lived with you during 2011, or provide the total number of days your qualifying person lived with you during 2011, and then answer question 7.
From: ___________ To: ______________
OR
From: ___________ To: ______________
Total number of days
(More than 12 hours each day)
7.If your qualifying person did not live with you for the entire year during 2011, select the code below that best explains the main reason your qualifying person was absent from your home. Enter the code letter in the code box to the right.
Main Reason
Lived away at school
Military service
Code
A
B
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Hospital or convalescence |
C |
Birth or death |
D |
College |
E |
Lived with other parent |
F |
Moved in or out |
G |
Other (please explain) |
H |
|
|
CODE
8.If your qualifying person was a foster child, was the child placed with you by an authorized placement agency or by a judgment, decree, or other order of a court? Yes No
If Yes, what is the name of the placement agency or court that ordered the placement?
_______________________________________________________________________________
9.Was your qualifying person married or an RDP as of December 31, 2011?
Yes No
If Yes, did this person file a joint federal or state tax return for 2011 with his or her spouse or RDP?
Yes |
No |
10.Was your qualifying person a citizen of the U.S. or a resident of the U.S., Canada, or Mexico?
Yes
No
11a. Were you married or an RDP as of 12/31/2011?
Yes
No
You were married or an RDP unless one of the following applied:
You never married and never entered into a registered domestic partnership.
You received a final decree of divorce, legal separation, or dissolution of registered domestic partnership by 12/31/2011, or you filed a Notice of Termination of Domestic Partnership with the Secretary of State that was effective by 12/31/2011.
Your marriage or registered domestic partnership was annulled. Your spouse/RDP died before 01/01/2011.
If none of the above circumstances applied to you as of the last day of the year, select Yes.
A petition for divorce, legal separation, or dissolution of registered domestic partnership is not the same as a final decree. You remain married or an RDP until a final decree is issued or, if you filed a Notice of Termination, until the
11b. If you were married or an RDP during all or part of 2011 and you lived with your spouse/RDP at any time during 2011, list the beginning and ending dates for each period when you lived together:
(MM/DD/YY) From: ___________ To: ______________ From: ___________ To: ______________
Please provide a telephone number and the best time we can reach you between 6:30 a.m. and 7 p.m. Monday through Friday in case we need more information.
Telephone number: (______) |
Best time to call: _______________________ |
(Area code) (Number) (Extension) |
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FTB 4803E (REV |
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