Question
Taylor (47) is unmarried. Taylor's wife, Michelle, died on May 30, 2019. For 2019, he filed a joint return. He has not remarried. His daughter,
Taylor (47) is unmarried. Taylor's wife, Michelle, died on May 30, 2019. For 2019, he filed a joint return. He has not remarried. His daughter, Karen (16), is a student and lived with him for all of 2020 and 2021. They are both U.S. citizens and have social security numbers valid for employment. Taylor provides more than 50% of the household support. Taylor's 2021 income consisted of $37,298 in wages and $898 in dividends and his 2019 wages were $39,594 with $742 in dividends. Karen's wages were $5,783. She spent $800 of her wages on herself and the rest was put away for college. Taylor had no other income, including any foreign income.
What is Taylor's correct and most favorable 2021 filing status?
What is Karen's dependency status for Taylor?
Is Taylor eligible to claim the Child Tax Credit and/or the Other Dependent Credit for any potential dependent?
Is Taylor eligible to claim and receive the Earned Income Credit for 2021?
Is Taylor eligible to utilize the 2019 lookback provision for the Earned Income Credit?
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