My spouse and I have used married filing jointly for years, but are considering changing filing status on this yearâ€™s return. Can we use married filing separately this year?
Yes, and you won’t pay a penalty for changing filing status. However, when choosing filing status, you might want to figure your federal and state returns using each filing status. Then, you can see which return results in the larger refund or the smaller balance due.
You’ll usually pay more tax on a separate return than a joint return since:
- Many of the following items are reduced or disallowed when married filing separately:
If your spouse died before signing their return, what should you do? Learn more from the tax experts at H&R Block.
How should you file back taxes for last year, as well as taxes for this year? Learn more from the tax experts at H&R Block.
Can you claim the child tax credit if unemployment benefits were your only source of income? Learn more from the tax experts at H&R Block.
Learn more about filing head of household from the tax experts at H&R Block.