A taxpayer\u2019s filing status tells the IRS about them and their tax situation. This is just one reason taxpayers should familiarize themselves with each option and know their correct filing status. The IRS Interactive Tax Assistant can help them determine their filing status.<\/p>\n
A taxpayer’s filing status typically depends on whether they are considered unmarried or married on Dec. 31, which determines their filing status for that entire year.<\/p>\n
More than one filing status may apply in certain situations. If this is the case, taxpayers can usually choose the filing status that allows them to owe the least amount of tax.<\/p>\n
When preparing and filing a tax return, filing status determines:
\n\u2022 If the taxpayer is required to file a federal tax return
\n\u2022 If they should file a return to receive a refund
\n\u2022 Their standard deduction amount
\n\u2022 If they can claim certain tax credits
\n\u2022 The amount of tax they owe
\nHere are the five filing statuses:
\n\u2022 Single. Normally, this status is for taxpayers who are unmarried, divorced or legally separated under a divorce or separate maintenance decree governed by state law.
\n\u2022 Married filing jointly. If a taxpayer is married, they can file a joint tax return with their spouse. If one spouse died in 2021, the surviving spouse can use married filing jointly as their filing status for 2021 if they otherwise qualify to use that status.
\n\u2022 Married filing separately. Married couples can choose to file separate tax returns. This may benefit taxpayers who want to be responsible only for their own tax or if it results in less tax than filing a joint return.
\n\u2022 Head of household. Unmarried taxpayers may be able to file using this status, but special rules apply. For example, the taxpayer must have paid more than half the cost of keeping up a home for themselves and a qualifying person living in the home for half the year.
\n\u2022 Qualifying widow or widower with dependent child. This status may apply to a taxpayer filing a 2021 tax return if their spouse died in 2019 or 2020, and they didn’t remarry before the end of 2021 and have a dependent child. Other conditions also apply.<\/p>\n","protected":false},"excerpt":{"rendered":"
A taxpayer\u2019s filing status tells the IRS about them and their tax situation. This is just one reason taxpayers should familiarize themselves with each option and know their correct filing status. The IRS Interactive Tax Assistant can help them determine their filing status. A taxpayer’s filing status typically depends on whether they are considered unmarried […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":false,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2}},"categories":[7,6,5],"tags":[160,157,159,158,38],"class_list":["post-824","post","type-post","status-publish","format-standard","hentry","category-irs","category-sex-workers","category-taxes","tag-filing-status","tag-how-a-taxpayers-filing-status-affects-their-tax-return","tag-married-head-of-household","tag-single","tag-taxpayer"],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"","jetpack_sharing_enabled":true,"jetpack_likes_enabled":true,"_links":{"self":[{"href":"https:\/\/sexworkertaxes.com\/index.php\/wp-json\/wp\/v2\/posts\/824","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/sexworkertaxes.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/sexworkertaxes.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/sexworkertaxes.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/sexworkertaxes.com\/index.php\/wp-json\/wp\/v2\/comments?post=824"}],"version-history":[{"count":1,"href":"https:\/\/sexworkertaxes.com\/index.php\/wp-json\/wp\/v2\/posts\/824\/revisions"}],"predecessor-version":[{"id":825,"href":"https:\/\/sexworkertaxes.com\/index.php\/wp-json\/wp\/v2\/posts\/824\/revisions\/825"}],"wp:attachment":[{"href":"https:\/\/sexworkertaxes.com\/index.php\/wp-json\/wp\/v2\/media?parent=824"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/sexworkertaxes.com\/index.php\/wp-json\/wp\/v2\/categories?post=824"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/sexworkertaxes.com\/index.php\/wp-json\/wp\/v2\/tags?post=824"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}