How do I know my filing status

1kief · ‎March 2, 2020

bluedeb · ‎March 2, 2020

Filing status is based on marital status and family situation.

Here’s a list of the five filing statuses:

Single. Normally this status is for taxpayers who aren’t married, or who are divorced or legally separated under state law.
Married Filing Jointly. If taxpayers are married, they can file a joint tax return. If a spouse died in 2019, the widowed spouse can often file a joint return for that year.
Married Filing Separately. A married couple can choose to file two separate tax returns. This may benefit them if it results in less tax owed than if they file a joint tax return. Taxpayers may want to prepare their taxes both ways before they choose. They can also use this status if each wants to be responsible only for their own tax.
Head of Household. In most cases, this status applies to a taxpayer who is not married, but there are some special rules. For example, the taxpayer must have paid more than half the cost of keeping up a home for themselves and a qualifying person. Don’t choose this status by mistake. Be sure to check all the rules.
Qualifying Widow(er) with Dependent Child. This status may apply to a taxpayer if their spouse died for two years after 2019, you may be eligible for the Qualifying Widow (or Widower) if you did not marry and you have a dependent child. Other conditions also apply.

View solution in original post

bluedeb · ‎March 2, 2020

Filing status is based on marital status and family situation.

Here’s a list of the five filing statuses:

Single. Normally this status is for taxpayers who aren’t married, or who are divorced or legally separated under state law.
Married Filing Jointly. If taxpayers are married, they can file a joint tax return. If a spouse died in 2019, the widowed spouse can often file a joint return for that year.
Married Filing Separately. A married couple can choose to file two separate tax returns. This may benefit them if it results in less tax owed than if they file a joint tax return. Taxpayers may want to prepare their taxes both ways before they choose. They can also use this status if each wants to be responsible only for their own tax.
Head of Household. In most cases, this status applies to a taxpayer who is not married, but there are some special rules. For example, the taxpayer must have paid more than half the cost of keeping up a home for themselves and a qualifying person. Don’t choose this status by mistake. Be sure to check all the rules.
Qualifying Widow(er) with Dependent Child. This status may apply to a taxpayer if their spouse died for two years after 2019, you may be eligible for the Qualifying Widow (or Widower) if you did not marry and you have a dependent child. Other conditions also apply.

Junedawg · ‎September 2, 2020

My husband died Jan 2017. What is my filing status for 2019?

Junedawg · ‎September 2, 2020

My husband died Jan 2017. What is my filing status for 2019, please answer. I'm not clear on the preprinted answers from Turbo.

bluedeb · ‎September 2, 2020

@Junedawg Your filing status would be single or head of household if you qualify (must have a qualified dependent)

DoninGA · ‎September 2, 2020

@Junedawg wrote:

My husband died Jan 2017. What is my filing status for 2019, please answer. I'm not clear on the preprinted answers from Turbo.

If you have not remarried or have a dependent child on your tax return, your filing status is Single for tax year 2019.

Critter-3 · ‎September 2, 2020

@Junedawg

The program asks for your MARITAL status first which is widow unless you have remarried. Then the program will compute the correct filing status for you based on your other answers.

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How do I know my filing status