Information to help taxpayers understand the different tax civil status to file their taxes:
Taxpayers generally do not think about their marital status until they file their taxes. However, the civil status of a taxpayer could change during the year, so it is always a good time for a taxpayer to know the different tax civil status and the one that should be used (in English).
It is important that a taxpayer uses the correct tax status because it can affect the amount of taxes that must be paid for the year. You can even determine if you must file a tax return (in English). Taxpayers should keep in mind that their marital status as of December 31 is their state for the entire year.
Sometimes, more than one marital status can be applied to taxpayers. When that happens, taxpayers must choose the one that allows them to pay the least amount of taxes.
Below is a list of the five tax status statements and a description of who claims them:
· Single (Single) Normally, this state is for taxpayers who are not married, or who are divorced or legally separated by state law.
· Married filing jointly (Married filing jointly) If taxpayers are married, they can file a joint tax return. When a spouse dies, the widowed spouse can usually file a joint return for that year.
· Married filing separately (Married filing Separately) A married couple can choose to file two separate tax returns. This can benefit them if it results in less taxes owed to filing a joint tax return. Taxpayers can prepare their taxes in both forms before choosing. You can also use this status if everyone wants to be individually responsible for their own taxes.
· 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 maintaining a home for himself and for a qualified person. Taxpayers should check all the rules and make sure they qualify for this state.
· Widow (a) (Qualifying widow) eligible with dependent child. This status can be applied to a taxpayer if his or her spouse died during one of the two previous years and they have a dependent child. Other conditions also apply.