Married or Not
We were married on Dec 31, 2022 and lived together. What are my filing status options for 2022?
What are MFS and MFJ?
To be considered for Qualifying Relative, the first test is I'm not this
What is not a Qualifying Child
I am married, my spouse does not work and we have one child. These are my filing status choices
If you don't have one of these, the IRS probably doesn't know you exist.
What is a SSN
In order to be a dependent, it must be one of these
What is a Qualifying Child or Qualifying Relative
I am married and lived all year with my husband and my two kids, but they are not my husband's children. What are my filing status options?
What are MFS and MFJ
If I am not related to the person I am living with, I must do this to satisfy qualifying relative Test 2.
What is live with them all year as a member of the household
I am single, buy my mom moved in with me last January. She only received Social Security. My filing status is this
What is Head of Household
If you are Single or MFJ or HOH, what form would you file your tax return on?
What is 1040 or 1040SR
It doesn't really matter how much income I make, as long as I am not providing more than half of my own support
What is Qualifying Child
I'm married but I don't feel comfortable signing my spouse's return.
What is MFS
If a person does not satisfy one of the QC or the QR Tests
What is they cannot be claimed as a dependent
My kids and I lived with my boyfriend all year, they are not his kids, but he supports us. I don't work. Can he claim HOH?
What is "No Way"! He must file S w/Dependents
What is a dependent
To pass this test for qualifying child, you must be blood related or placed in home by court order
What is the Relationship Test
For Head of Household filing status, I need one of these people
What is a Qualifying Person
All income that is not tax exempt or social security benefits
What is Gross Income
I live with my single mom with my kids in her home. She pays for all expenses with her pension. I earned $1,500 last year, but will not file and am not married. This is my mom's filing status.
What is Head of Household
This is based on gross income, filing status and age
What are Filing Requirements
In 2022, I must be less than this to meet Gross Income Test
What is less than $4,400
Susan is married with one child, but hasn't lived with her husband since July 1st. These are her filing options.
What are MFJ or MFS
To satisfy the QR Support Test, you must provide this
What is more than half of the person's total support during the year
My single ex-spouse can claim our kids according to the divorce decree. They live with me all year and visit my ex-spouse on the weekends. This is my ex-spouse's filing status
What is Single w/ dependents
This is the amount you'll use to find your tax on the tax table
What is taxable income
As the custodial parent, I can allow my ex to claim our kids by using this form
What is Form 8332