Filing Status

This handout helps the taxpayer determine his or her tax filing status for the year. The handout includes a chart with the special rules for taxpayers filing Married Filing Separately (MFS).

HIGHLIGHTS: 

  1. Single taxpayers.

  2. Married Filing Jointly (MFJ).

  3. Married Filing Separately (MFS).

  4. Head of Household (HOH) qualifications.

  5. Qualifying Widow(er) (QW).


CLIENTS WHO MAY BENEFIT:

  1. Taxpayers who have had a marital status change.

  2. Taxpayers who are separated or going through divorce.

  3. Taxpayers who have recently lost a spouse.