tamar2016
New Member

At the end I'm a head of household but should I file as married/unmarried or single if I'm married but unofficially separated? I have two children dependent!

 
JulieH1
New Member

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Generally, Married Filing Jointly (MFJ) will get a family the most tax benefit but if your spouse does not want to file together then you have other options.

Head of Household (HOH) is usually more beneficial for the taxpayer than Married Filing Separately(MFS) because you lose several key tax breaks with MFS.

If you and your spouse lived apart for half of the year and you paid for your own household, then you can do HOH.

You cannot file Single if you were married on 12/31/17.

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Hal_Al
Level 15

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If you and your spouse lived apart for THE LAST half of the year, then you can do HOH.
JulieH1
New Member

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Yes.  Hal_Al thanks for clarifying that
tamar2016
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what if I'm considered as unmarried!
Hal_Al
Level 15

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The term "considered unmarried", for purposes of HOH,  means you are married but lived apart from your spouse for the last half of the year. It's not how you feel about your situation.
tamar2016
New Member

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We've been living separately for almost 5 years, so we are actually seperated but unofficially!
tamar2016
New Member

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I know that I can file as HOH but my question is to put MFS (in this case I'll lose my children's credit) or single?
Hal_Al
Level 15

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You want to file as HoH. You lose nothing, and gain over MFS. You're not allowed to use Single. You are not considered unmarried for purposes of filing Single.  You are  considered unmarried for  the purpose of filing HoH. Silly as that sounds, that's the rules.

You can still file as MFJ; the two of you would just have to agree to do so.
tamar2016
New Member

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Thanks for the clarification! But I didn't find HOH as a choice if I put married?
Hal_Al
Level 15

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TT will assign MFS after you tell it that you wont file with your spouse. You then click edit on filing status and it will take you thru the interview for HoH
tamar2016
New Member

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Got it! Great, thank you.