FAQ: What should my filing status be for this year?

rajneet

Company Director, EA
Staff member
Did you get married this year? Did you lose your spouse this year? Did you get separated this year? Did you provide more than 50% of the financial support for all your dependents?

These are some of the questions that many taxpayers encounter each year before filing their tax returns. The correct filing status can make an impact on the refund or tax amount owed to the IRS. The IRS has an interview questionnaire on their website that helps taxpayers determine what filing status should be used each year.

Here is the link to the filing status questionnaire:

 

rajneet

Company Director, EA
Staff member
You can file as Qualifying Widow or Qualifying Widower for up to 2 years and retain the same benefits as Married Filing Joint benefits.
 
hello there.. can anyone help me figure out whats the right selection when filing..? i got married last year (12/03/2019) - should I file as single or Married Filing Separate?
 

rajneet

Company Director, EA
Staff member
You should file as Married Filing Jointly. Even if you got married on December 31, 2019- you would file a MFJ tax return.
 
Top