Internal Revenue Service United States Department of the Treasury
Level Basic Advanced Military International

Filing Status Workout

Introduction

Welcome! 

This lesson will help you determine the most advantageous (and allowable) filing status for the taxpayer. Selecting and entering the correct filing status is a critical component of completing the taxpayer's return.

See the Filing Status tab in the Volunteer Resource Guide for the Determination of Filing Status decision tree and the interview tips for helpful probing questions to use in your interview with the taxpayer. On Form 1040, check the box for taxpayer's filing status in the Filing Status section.

Collage of various tax forms.