Filing Status

Forum|Forum|6 years ago
February 3, 2020
9 replies
48 views

My client was married 6/2019. She was to file head of household can she? She doesn't know the best way to file. Thank you

ProSeries Basic

This topic has been closed for replies.

Best answer by Just-Lisa-Now-

Tracy,

If you are seeing clients, you should really understand who qualifies for which filing status. Lots of material out there for free online, so you don't need to have lots of money to get yourself educated.

At a minimum IRS Pub 17 is a great place to start.

For this current question, you may want to start here

https://www.irs.gov/help/ita/what-is-my-filing-status

George4Tacks

Level 15

Your client REALLY needs to talk with a tax professional about how a married person should file their tax return.

Answers are easy. Questions are hard!

Just-Lisa-Now-

Answer

Intuit Community Champion

Tracy,

If you are seeing clients, you should really understand who qualifies for which filing status. Lots of material out there for free online, so you don't need to have lots of money to get yourself educated.

At a minimum IRS Pub 17 is a great place to start.

For this current question, you may want to start here

https://www.irs.gov/help/ita/what-is-my-filing-status

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

T

Tracy LeibigAuthor

Level 2

Thank you yes I'm learning and reading the publications. Even though she's married can she just file Head of Household? I don't thin so because her husband is filing married separately. It get very confusing.

Just-Lisa-Now-

Intuit Community Champion

Did they live together at all the last 6 months of the year? If so, then no, she cannot file HOH.

Their choices would be Married Jointly or Married Separately.

Look at your publications for HOH "considered unmarried"...she would need to meet those requirements in order to file HOH.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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