Tax Filing Status for Separated Couples – What Are My Options If My Spouse Moved Out?
How do you file taxes if you’re separated? While your spouse moving out is a sign of being separated, you’ll have to meet certain requirements to file your return correctly.
If you were married at the end of the year (separated, but not legally divorced), you can choose between these filing statuses:
- Married filing jointly
- Married filing separately
- Married filing head of household (if you qualify)
To qualify as married head of household, you must be:
- Considered unmarried on the last day of the tax year
- Filing a separate return from your spouse
- Providing more than half the cost of maintaining your home the entire year
- Not living in the same home as your spouse in the last six months of the year. This doesn’t include temporary absences due to illness, education, business, vacation, or military service.
- Providing the main home for more than half of the year for one of these:
- Child or stepchild
- Foster child
- A child you can claim an exemption for. You’ll also meet this test if you can claim the child, but you released the child to your spouse under the rules for children of divorced or separated parents.
Close relatives, including grandchildren, don’t qualify you to be considered unmarried for tax purposes.
How to File Taxes If You Divorced Mid-Year
If the divorce was final before the end of the year, you can’t file a joint return for that year. However, you shouldn’t automatically file as a single person.
You might qualify as head of household if you’re providing a home for a child, which could lower how much tax you owe. See above for head of household filing status requirements.
Health savings accounts can be confusing. Taxpayers may miss out on hundreds of dollars’ worth of deductions when they make mistakes - find tips at H&R Block.
How many dependents can you claim on your W4? Is there a maximum? Find out more about your tax questions from H&R Block.
Are you an Illinois resident looking for information on Illinois state tax forms? Read here to learn more from the tax pros at H&R Block.
Looking for more information about your Colorado refund? Find out details on how to check your refund status, who to contact, and more from H&R Block.