Qualifying Widow(er) Filing Status

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Why YOU Should Care:

For two years following the death of a spouse, if you qualify, you may be able to file as a Qualifying Widow(er). This filing status enables you to use the rates associated with the Married Filing Jointly status and claim the higher standard deduction amount. These benefits may lower your overall tax bill.

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Head of Household Filing Status

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Why YOU Should Care

If you pay more than half the cost of maintaining a household that is the home of a qualifying person for more than half the year, you may qualify for Head of Household status. This status has more-favorable rates than filing Single or Married Filing Separately. You will also qualify for a larger standard deduction. This can reduce your overall tax bill.

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I’m Married – Should I File Jointly or Separately?

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Why YOU Should Care

Generally, couples who are legally married as of December 31 of the year must file a married return (either as Married Filing Jointly or Married Filing Separately) for that year. An exception exists for couples who live apart when one is maintaining the household of a child.

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