Filing Status


DEFINITION of 'Filing Status'

A category that defines the type of tax return form an individual will use. Filing status is closely tied to marital status.

The five filing statuses are:

1. Single filer
2. Married person filing jointly or surviving spouse
3. Married person filing separately
4. Head of household
5. Qualifying window(er) with dependent child

BREAKING DOWN 'Filing Status'

The filing status is important because a person's tax bracket (and therefore the amount he or she must pay) is determined by marital status, number of children, occupation and several other factors. You must file your status honestly, or it will be considered fraudulent and penalties will be assessed.

  1. Joint Return Test

    One of the tests administered by the IRS that potential dependents ...
  2. Married Filing Separately

    A filing status for married couples who choose to record their ...
  3. Married Filing Jointly

    A filing status for married couples that have wed before the ...
  4. Tax Bracket

    The rate at which an individual is taxed. Tax brackets are set ...
  5. Full-Time Student

    A status that is important for determining dependency exemptions. ...
  6. Head Of Household

    A status held by the person in a household who is running the ...
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