Site Menu

Choosing your filing status of the tax return with the IRS

The first thing you need to do when you prepare your tax return is to choose their marital status

What is a filing status for purposes of the tax return with the IRS?

IRS marital status is a classification that will determine a lot about your tax return. Choosing marital status ensure you pay the lowest taxes and maximize your refund.

Your filing status is used to determine things such as registration requirements, tax rates, the standard deduction, and eligibility for tax credits and tax deductions.

What is my relationship status?

There are five different options to choose from filing statuses, but you may qualify only one or two in any year. You can only choose a civil state in your tax return, but this filing status can change from year to year.
To determine which of the following statements are for you, familiarize yourself with five possible options

What are the five options of marital status?

The five options of marital status are:

  1. Single / Single
  2. Married filing jointly
  3. Married filing separately
  4. Head of the family
  5. Qualified widower with dependent child

Generally, civil states are divided into two categories: married and single.

Civil status for married are "married, filing jointly" and "Married filing separately"

Civilians states for singles are "Single, head of household" and "Widower qualified"

How do I determine my marital status?

By determining your filing status will help to narrow your choices to choose the marital status for the purposes of the statement. Generally, your marital status on the last day of the fiscal year is the marital status for the purposes of the statement with the IRS.

The IRS considers you as being hunted for a fiscal year if, on December 31, any of the following was true:

You were legally married and living together as husband and wife.

  • You lived together as husband and wife in a common law marriage
  • You were legally married but lived apart, and have not taken a measure to legalize their separation
  • You were legally separated under an interlocutory decree, but divorce was not finalized.
  • Your husband / wife died during the fiscal year. (You may file a joint tax return.)

You will be considered unmarried for the entire fiscal year if, on December 31, any of the following was true:

  • You never married
  • You were legally separated (but not through an interlocutory decree of divorce.)
  • You are divorced and your divorce decree was finalized.
  • Their marriage was invalidated by an official decree of annulment
  • You were legally married, but was classified as "single" to qualify for the marital status of "head of household."

Marital status if you are not married:

There are three different filing statuses for singles. Anyone who is not married can file your taxes as "Single," but if you have dependents and meet other requirements, may be the case that will be to their advantage to submit to the civil status of "head of household" or " widower qualified ". But make sure you actually qualify for these marital status.

Single

The state party is the most basic possible civil state. You must file your taxes as "single" if you do not hunt on the last day of the fiscal year and did not meet other requirements.

Head of the family

You may qualify for the marital status of "head of household" if you were not hunted, Payment more than half the cost of a home, and you had a qualified person.

Widowed qualified child

You may qualify for the marital status of "qualified child Widow" for the two years after the death of her husband / wife if you keep a dependent child.

Marital status if you are married:

If you are married, generally you have two options for selecting their marital status: married, married and filing a joint return, filing separately.

Apart from having been married, no special requirements to qualify for any of these marital status. You and your wife can decide whether to choose to file joint or separate, but they have to use the same filing status for the year. It is recommended to consider the benefits of civil status for married conclusively before deciding which to use.

Married filing jointly

You may qualify for the marital status of "married, filing jointly," if you are married on the last day of the fiscal year. You can also choose this filing status if your husband / wife died during the year.

Married filing separately

You can choose the marital status of "married filing separately" if you are married and want to be responsible only for their own tax obligations and tax obligations not by her husband / wife.

You must choose this filing status if you were married on December 31, but you and your spouse (or now, your ex-spouse) can not reach an agreement to present a joint statement.

Head of the family

Under very special circumstances you can file your taxes as head of household even if you are legally married. If you have lived apart from her husband for more than half the year, and if you maintain a home for a dependent child, you may qualify for the marital status of head of household.

Select your marital status and do the rest!

Regardless of their marital status, the software makes it easy efile.com prepare your tax return . The online software automatically puts all the right information based on their marital status. The access to information, and we do all the calculations for you. Furthermore, we guarantee 100% accuracy of calculation!

Related topics

What kind of income is taxable?

Limit dates 2018

On the amended return

Preparing an extension request