Work, save and net investment income tax rules your results! Enter your filing status, income, deductions and credits and we will estimate your total taxes.
It is also used to determine your standard deduction, personal exemptions, and many deduction or credit phaseout income ranges. The table below summarizes the five possible filing status choices. It is important to understand that your marital status as of the last day of the year determines your filing status. Generally, you qualify for this status for two years after the year of your spouse’s death, as long as you and your spouse filed a joint tax return in the year immediately prior to their death. You are also required to have at least one dependent child or stepchild for whom you are the primary provider.
This home needs to be the main home for the income tax filer and at least one qualifying relative. You can also choose this status if you are married, but didn’t live with your spouse at any time during the last six months of the year. The filing status for this option is “Married Filing Separately”. Choose ‘no’ if no one can claim you or your spouse as a dependent.