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Tax Filing Status Questions
What is Filing Status?
filing status defines the type of tax return form an individual might use when filing their
returns. Filing status is based on factors like marital status and family situation. Yet many people are unsure about their filing status and have queries regarding which status would best fit their filing needs, how would one qualify for a head of household filing status and so on. Listed below are a few questions answered by the Experts on issues related to tax filing status.
While I earn 44k a year as an FT worker, my spouse makes 12k a year by being self-employed. Should I file married or married single? And if I choose married, do I need to file along with my spouse when he files self-employment taxes?
Most couples find it helpful to file a joint return. Filing estimated taxes may only be necessary if a couple were to owe more than 1000 dollars in taxes at the end of the financial year, inclusive of self-employment and federal income tax. There could are ways of avoiding estimated tax payment by choosing another income tax filing status such as married but use a higher single rate with no
on your W-4. However, it would be better to consult with a
Tax Professional before you proceed further.
Since my spouse has not got an SSN or ITIN number yet, can I choose to not file married jointly now and choose a single status instead to meet the deadline?
Typically, you cannot use a single filing status since you are married and living with your spouse. You could file a paper return and include the ITIN application along with a joint tax return. This would have to be sent to another address and not the one listed in Form 1040.
will offer you information on marital status filing and
will give you more information about an ITIN application.
Can a person use head of household filing status to claim children who reside with the other parent, if the person was paying child support and the household expenses of the home in which their family resides?
Head of household filing status may require a child to reside in the home of the person filing their return for a designated period of time, apart from requiring that the person be separated from their spouse for the past six months. Another tax filing status, such as joint return or a married filing separate status, may be more appropriate for this situation. Payments made for the household expenses, could qualify as a
for spousal support, in addition to the payments of child support. Claiming the children may not be easy as the IRS would typically rule in the custodial parent’s favor to claim them as dependants. If the other parent agrees to let the person claim them, they would usually need to sign Form 8332 that says that they have no claim to the exemptions.
Can an employer change an employee’s income tax filing status on a W-2 without the employee’s knowledge?
W-2 forms need to be signed by the employee to inform an employer of their tax filing status and
request. This form may need to be kept on file for further reference in the event that an employee may request any change in the tax filing status.
It is important to know and understand which income tax filing status one should file under as it could have several consequences regarding
to be received or additional tax to be paid. This is where a professional opinion could be of great value. Whatever your query, direct it to a Tax Professional to get insights and information to help with your case.
Recent Filing Status Questions
This might be a little confuising, but I'll do my best to explain.
This might be a little confuising, but I'll do my best to explain. I am a Canadian resident with dual citizenship (US and Canada). I will be making a temporary move to the US for 2 years max (could be shorter) for my son to receive speech and autism therapy. I have a small income coming in from Canada ($320 a month just from the child tax benefit and universal child tax benefit). Canada is allowing me to keep these monthly payments if I keep "residential ties" in Canada (house, car registration, a spouse still in canada, bank accounts etc), which I am. Every year I file both Canada and US tax using my residential address in Canada. Next tax season though, I will also be considered a resident of California since I will be living there for two years I will eventually establish residency for tax purposes. I also recently received my California resident card with my parents address, so I am confused as to how to file my taxes being a resident of two countries for next tax season. I would also like to add that we need to establish residency in California to be eligible to get health insurance there.
My question is....how will I file taxes? Will I use my parents address for filing my US tax and my Canadian address for filing Canadian tax? Or will I still use my Canadian address for both? (If I use my Canadian address, I won't be eligible for health insurance since I believe they base it off the taxes you file) Or use my US address for both? (which I think will affect receiving my son's canada tax benefits to pay for his therapy) Sorry if its confusing. I just want to do it all correctly so I dont get into any trouble regarding taxes.
How does a parent get an almost college age child to be eligible
How does a parent get an almost college age child to be eligible for grants, scholarships without using our income history? Can't they file their own taxes if we do not claim them as dependents?
My husband and I are thinking of purchasing a retirement home.
My husband and I are thinking of purchasing a retirement home. He is 61, I am 58. He is still employed and does not plan to retire for 2 more years at least. Our plan was to withdraw purchase funds from his 401K, however we are not certain what that will do to our income taxes, nor what percent to figure taxes (state and federal) at. We reside in PA. The property we are contemplating is listed at $320,000.
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