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

Filing Status Workout

Filing Status Requirements

Skills Warm Up: Determine Filing Status

Question 4 of 7

The scenario continues. You are trying to determine the appropriate filing status for Becky. Click here to listen to the conversation.

Click here if you want to refer to the decision tree in Publication 4012, Volunteer Resource Guide.

You: Okay. Since you're still legally married you have the option of Married Filing Jointly or Married Filing Separately. Have you and your husband discussed whether to file a joint return?

Becky: Oh, I'm definitely not going to file a return with him. I want to keep all my financial stuff separate from his.

How would you respond?

Okay, then you should file as Married Filing Separately.
Do you have any children you supported during the year? You may be able to file as Head of Household.

Becky looking happy.
Interview Tips: Filing Status

Interview Tips: Filing Status