Find details on filing statuses and how to choose them. Each year, you should choose the filing status that accurately matches your circumstances. Your filing status may change after a major life event.

Nov 13, 2024 · Your filing status is used to determine your filing requirements, standard deduction, eligibility for certain credits, and your correct tax. If more than one filing status applies to you, this interview will choose the one that will result in the lowest amount of tax.

4 days ago · See What is my filing status? and Publication 501, Dependents, Standard Deduction and Filing Information for information about filing status.

Taxpayers must use one of five filing statuses. Filing status impacts the calculation of income tax, afects the amount of the standard deduction, and determines allowance or limitation of certain credits and deductions. The following list puts them in order from the most beneficial to the least beneficial to the taxpayer.

Filing Status determines the rate at which income is taxed. The five filing statuses are: single, married filing jointly, married filing separately, head of household, and qualifying widow(er) with dependent child.

Jan 28, 2025 · To use the What Is My Filing Status? tool, you will need to know: Marital status and spouse’s year of death (if applicable). The percentage of the costs that your household members paid toward keeping up a home. The tool is designed for taxpayers who are U.S. citizens or resident aliens for the entire tax year for which they’re inquiring.

Get your refund status. Find IRS forms and answers to tax questions. We help you understand and meet your federal tax responsibilities.

For example, if your spouse died in 2012, and you have not remarried, you may be able to use this filing status for 2013 and 2014. This filing status entitles you to use joint return tax rates and the highest standard deduction amount (if you do not itemize deductions).

Keeping up a home includes rent, mortgage interest, taxes, insurance, repairs, utilities, paying for domestic help, and food eaten in the home. "Do research or get professional advice before claiming head of household filing status. Make sure that the taxpayer meets all of the qualifications. Some of the qualifications are confusing.

Direct students to Tax Tutorial-Filing Status, and explain that this tax tutorial focuses on filing statuses. Tell students that they will learn how different filing statuses affect the tax liability. Also, they will learn how to choose the appropriate filing status for the taxpayer's circumstances.