You must choose the right filing status for your income tax. A lot of people are not aware that the filing status of their income tax may change suddenly in any year. Thus, you must understand the various technicalities involved in the filing status.

Why is the filing status important?

filing status important

Your filing status will be used for determining the specific rate at which you should be taxed. It will determine all you’re filing requirements, all standard deductions, credit eligibility, and income tax. You will be amazed to know that you can even qualify for more than a single filing status. If this is the circumstance, then you should choose a filing status that requires you to pay minimum income tax.

What are the types of filing statuses?

types of filing statuses

There are five types of filing statuses. These are:

  1. Single – This status will be applied in case you are not married. It can also be applied if you are divorced and are legally separated from your spouse.
  2. Married joint-filing – If you are married, then you and your spouse may consider filing joint tax returns. In a joint tax return, you will need to report the combined income and then deduct the combined deductible expenses. In case someone’s spouse dies, then the surviving partner will be allowed to file a joint return in that year.
  3. Married but filing separately – Married couples may choose to file separate tax returns as well. This is an appealing option when you want to take responsibility for your tax or if it can provide a lesser tax amount. You can prepare your tax return in any way you want. If you want to file separately and one partner makes itemized deductions, then the other person should also itemize their deductions.
  4. Head of your household: In a lot of instances, this specific status will be applied to people who are unmarried and requires to pay over half the cost that is necessary to keep the home running, and there are qualifying persons who are living throughout the year.
  5. A widower with dependent child – Taxpayers who have not remarried in the year when their spouse dies may consider filing a joint tax report with their deceased spouse. After two years of death, the surviving spouse can use the Qualifying Widow/Widower Filing Status. To be able to qualify for this, the taxpayer will have to be:
  • Entitled to filing joint returns for the year in which the spouse died, this shall not concern whether the taxpayer filed any joint reports in that year.
  • Have a spouse who died within the last two years, and the taxpayers should not have remarried before the end of the current tax year.
  • Have children, stepchild, adopted child who is a dependent of the taxpayer in that year. There are specific tests to determine if someone qualifies as a dependent of a taxpayer. If the taxpayer is living with their children in their own homes throughout the year and is not working, then this will be an exception.
  • Pays most of the amount which is required for keeping the costs running for the home in a tax year.
  • The foster child will not be considered as a suitable condition for making a taxpayer qualify for the Qualifying Widow/Widower status.

If you need any form of assistance with filing your income tax report, then you can consider hiring professional tax consultants. You can get fantastic advice and guidance from tax consultants, and they are readily available on the internet. You may also use an online Income Tax Return Calculator to check your income tax amount for the year.


IT is important to learn about the various technical aspects of filing income tax returns. There are different forms of groups in income tax files, and you should do your tax filing properly and ensure your status is correct. You can hire professional tax consultants to get more information regarding these issues.