Determining Your Filing Status & Personal Information

Your filing status impacts your tax bill, deductions, and eligibility for credits—so getting it right is essential.

Tips & Tricks

Understand Your Options

Review all available filing statuses (single, married filing jointly, married filing separately, head of household, qualifying widow(er))

1

Evaluate Life Changes

Consider recent changes in your marital or family situation that may affect your filing status.

2

Verify Personal Data

Ensure your name, Social Security number, and address are accurate on all tax forms.

3

Gather Supporting Documents

Retain documents that confirm your filing status (e.g., marriage certificates, divorce decrees, custody agreements).

4

Use Online Tools

Utilize IRS and state online calculators to determine the most beneficial filing status

5

Cross-Reference Past Returns

Compare your current personal details with previous filings to catch discrepancies.

6

Review State-Specific Rules

Be aware of any additional filing requirements or benefits in your state.

7

Update Immediately

Update your personal information with the IRS as soon as any life changes occur.

8

Consult a Professional

When in doubt, seek guidance from a tax professional to confirm your filing status.

9

Double-Check Forms

Always re-read your forms to ensure all personal details are correct.

10

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