FTB Tax Tip: Head of Household Filing Status Can Save Money

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For Immediate Release

02.05.2015

Sacramento — Tax season is underway and the Franchise Tax Board is reminding taxpayers of ways to save money through methods, such as the Head of Household (HOH) filing status.

The HOH filing status is for unmarried taxpayers who have cared for a qualified person for more than half the year and paid more than half the cost of maintaining their homes.

“Head of Household filers can get a larger refund compared to those who file as single,” said State Controller and FTB Chair Betty T. Yee. “These taxpayers benefit from a higher standard deduction and lower tax rates, all in recognition of their added financial responsibilities in providing care for others.” 

More than two million—or about 15 percent—of California taxpayers use this filing status each year.

The qualifications are technical. Not everyone who supports a family or home qualifies. An HOH filer needs to meet all of these tests:

Find out if you qualify to use the HOH filing status by taking the Self-Test. For more details, visit ftb.ca.gov and search for “Head of Household.”

FTB administers two of California's major tax programs: Personal Income Tax and the Corporation Tax. FTB also administers other non tax programs and delinquent debt collection functions, including delinquent vehicle registration debt collections on behalf of the Department of Motor Vehicles, and court–ordered debt. Annually, FTB’s tax programs collect more than 70 percent of the state’s general fund. For more information on other taxes and fees in California, visit taxes.ca.gov.

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