Category Archives: Filing Status

IRS says: Married is Married – Gay or Straight!

Treasury and IRS Announce That All Legal Same-Sex Marriages Will Be Recognized For Federal Tax Purposes; Ruling Provides Certainty, Benefits and Protections Under Federal Tax Law for Same-Sex Married Couples WASHINGTON — The U.S. Department of the Treasury and the Internal Revenue Service (IRS) today ruled that same-sex couples, legally married in jurisdictions that recognize […]

W-4 When Pregnant

Today TaxMama® hears from Shauna in the TaxQuips Forum, with this news. “I just found out that I was pregnant and my baby is due in October. Would it be smart to add my unborn child to my W-4 now? Also which would I come out better doing, claiming head of household or just single […]

Separate While Incarcerated

Today TaxMama® hears from AShepherd in the TaxQuips Forum, with a sensible question. “I filed married filing separately this year because, at the time, my husband was incarcerated. He is out now. Can we file jointly still and if so, how can we ( will a 1040x do the job)? I couldn’t claim anything, our […]

Determining Your Correct Filing Status

Courtesy of the IRS It’s important to use the correct filing status when filing your income tax return. It can impact the tax benefits you receive, the amount of your standard deduction and the amount of taxes you pay. It may even impact whether you must file a federal income tax return. Are you single, […]

Benefit of Filing Separately?

Today TaxMama® hears from AK in the TaxQuips Forum, who is trying to understand. “My wife and I have 1 child who is 3 years old. We recently received our W2’s and I started the process through Turbotax online.  With just my income, it looked like we were going to receive the Earned Income Credit […]

Supporting Family

Today TaxMama® hears from Sue in the Tax Quips Forum with this issue. “My parents are both unemployed and lived with me all year. My dad did receive unemployment, but it was about $3,300 for the entire year – my mom did not receive any unemployment. My younger sisters also lived with me – they […]

Husband Passed Away

Today TaxMama® hears from Jeanne in the TaxQuips Forum, with a sad question.  “My husband passed away in May 2012. Could I file as head of household? And can I claim him for the full year?  He had income from SSI which had no taxes taken out.”

Tax Tips for Recently Married Taxpayers

Courtesy of the Internal Revenue Service [TaxMama note – also read about Wedding-Related Tax Benefits, here.] If you’ve recently updated your status from single to married, you’re not alone – late spring and summertime is a popular period for weddings. Marriage also brings about some changes with your taxes. Here are several tips for newlyweds […]

Wife Filed Alone

Today TaxMama® hears from Francis in the TaxQuips Forum with this problem. “For some reason that only she understands, my wife decided to filed separately, as head of household (she is working and I am not as I lost my job for health troubles). I filed as married filing separately with no income to declare. […]

Taxes After Death

Today TaxMama® hears from Darlene in the TaxQuips Forum with this question. “A couple has filed married filing separately for at least 4 years. About 3 years ago he went into a nursing home. She continue to file married filing separately, preparing his return for him also. The nursing home took just about all his […]