Internal Revenue Service United States Department of the Treasury
Level Basic Advanced Military International

Filing Status Workout

Filing Status Requirements

Skills Warm Up: Determine Filing Status

Question 3 of 7

The scenario continues. You are trying to determine the appropriate filing status for Becky. Click here to listen to the conversation.

Click here if you want to refer to the decision tree in Publication 4012, Volunteer Resource Guide.

You: Are you legally separated?

Becky: No, we're not legally separated or divorced.

How would you respond?

Okay. Since you're still legally married, you have the option of Married Filing Jointly or Married Filing Separately. Have you and your husband discussed whether to file a joint return?
Do you have any children?


Becky looking happy.
Interview Tips: Filing Status

Interview Tips: Filing Status