![]() ![]() This status may apply to a taxpayer if their spouse died during one of the previous two years and they have a dependent child. ![]() Qualifying widow(er) with dependent child.For example, the taxpayer must have paid more than half the cost of keeping up a home for themselves and a qualifying person living in the home for half the year. Unmarried taxpayers may be able to file using this status, but special rules apply. When doing so it may result in less tax owed than filing a joint tax return. Married couples can choose to file separate tax returns. When a spouse passes away, the widowed spouse can usually file a joint return for that year. If a taxpayer is married, they can file a joint tax return with their spouse. Reduce beginning life expectancy by 1 for each subsequent year. Use oldest age of multiple beneficiaries. Determine beneficiary’s age at year-end following year of owner’s death. Normally this status is for taxpayers who are unmarried, divorced or legally separated under a divorce or separate maintenance decree governed by state law. Use younger of 1) beneficiary’s age or 2) owner’s age at birthday in year of death. If they should file a return in order to receive a refund.If the taxpayer is required to file a federal tax return.When preparing and filing a tax return, the filing status affects: If this is the case, taxpayers can usually choose the filing status that allows them to pay the least amount of tax. However, more than one filing status may apply in certain situations. 31 and that determines their status for the whole year. Generally, the taxpayer's filing status depends on whether they are single or married on Dec. If you need to access the calculator for the 2019 Tax Year and the 2020 Tax Return, you can find it here. Taxpayers need to know their correct filing status and be familiar with each option. This tool is designed to assist with calculations for the 2021 Tax Return and benchmarking for the 2020 Tax Year.
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