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Means test: Q35 (support) and household size
It appears they live in separate household units so the answer is
very likely no. I would say it is a weak argument for HH size of 2.
Now if she paid the rent it may be more likely
to be viewed as household. Maybe they have to change the
living arrangement.
Disclaimer
Although the above response is believed to be accurate, it should not be
relied upon as any type of legal advice because the information provided is
incomplete. It is intended to educate the reader and a more definite
answer should be based on a consultation with a lawyer. No attorney client
relation is formed with me without a written contract.
Good Luck starts with a strategy and a plan.
Robert J. Suhajda, MS,CPA
17721 Norwalk Blvd. #43
Artesia, CA 90701
562-924-8922
Former financial auditor and controller. Admitted to US Tax Court, IncomeTax, IRS representation, Fiduciary income tax returns, Estate and Gifttax returns,
Homeowner Association Strategist.
In a message dated 11/21/2010 12:58:35 A.M. Pacific Standard Time,
listserv.inbox@gmail.com writes:
Listmates:
I have a PC who is supporting her boyfriend. The man is very ill and
has applied for social security. He does not live with PC.
Means test form question 35 says:
"Continued contributions to the care of household or family members.
Enter the total average actual monthly expenses that you will continue
to pay for the reasonable and necessary care and support of an
elderly, chronically ill, or disabled member of your household or
member of your immediate family who is unable to pay for such
expenses."
1. What is the statutory authority for requiring that contribution
went to a member of the household or member of immediate family?
2. The PC and her boyfriend are not married and are not living
together, but they have been together for 7 years and the PC has been
contributing 700/mo toward his living expenses. Can I make a viable
argument that her household size is 2?
Alik Segal
_Alik.Segal@gmail.com_ (mailto:Alik.Segal@gmail.com)
310-362-6157
Cal. CD, Los Angeles
It appears they live in separate household units so the answer is
very likely no. I would say it is a weak argument for HH size of
2.
Now if she paid the rent it may be more likely
to be viewed as household. Maybe they have to change the
living arrangement.
Disclaimer
Although the above response isbelieved to be accurate, it should not be relied upon as any type of legaladvice because the information provided is incomplete. It is intended to educate the reader and
a more definite answer should be based on a consultation with a lawyer. No attorney client relation is formed with me without
a written contract.
Good Luck starts with a strategy and a plan.
Robert J. Suhajda,
MS,CPA
17721 Norwalk Blvd. #43
Artesia, CA
90701
562-924-8922
Former financial auditor and controller. Admitted to US
Tax Court, Income Tax, IRS
representation, Fiduciary income
tax returns, Estate and Gift tax returns,
Homeowner Association
Strategist.
In a message dated 11/21/2010 12:58:35 A.M. Pacific Standard Time,
listserv.inbox@gmail.com writes:
Listmates:I have a PC who is supporting her boyfriend. The man is
very ill andhas applied for social security. He does not live with
PC.Means test form question 35 says:"Continued contributions
to the care of household or family members.Enter the total average actual
monthly expenses that you will continueto pay for the reasonable and necessary care and support of anelderly, chronically ill, or disabled member of your household ormember of your immediate family who is unable
to pay for suchexpenses."1. What is the statutory authority for
requiring that contributionwent to a member of the household or member of
immediate family?2. The PC and her boyfriend are not married and are
not livingtogether, but they have been together for 7 years and the PC has
beencontributing 700/mo toward his living expenses. Can I make a
viableargument that her household size is 2?-- Alik
Segal
The post was migrated from Yahoo.
Listmates:
I have a PC who is supporting her boyfriend. The man is very ill and
has applied for social security. He does not live with PC.
Means test form question 35 says:
"Continued contributions to the care of household or family members.
Enter the total average actual monthly expenses that you will continue
to pay for the reasonable and necessary care and support of an
elderly, chronically ill, or disabled member of your household or
member of your immediate family who is unable to pay for such
expenses."
1. What is the statutory authority for requiring that contribution
went to a member of the household or member of immediate family?
2. The PC and her boyfriend are not married and are not living
together, but they have been together for 7 years and the PC has been
contributing 700/mo toward his living expenses. Can I make a viable
argument that her household size is 2?
Alik Segal
Alik.Segal@gmail.com
310-362-6157
Cal. CD, Los Angeles
The post was migrated from Yahoo.