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 5 of 7

Latricia comes into the tax center and needs help figuring out her tax filing status. Follow along in the conversation, and then answer each question. 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: Okay, so you've lived apart from your husband for three years, you're not divorced or legally separated, and you file separate returns. Do you have any children you supported during the year?

Latricia: Yes, I supported Cherie, our six-year-old daughter.

How would you respond?

Okay, then you should file as Head of Household.
Okay, then you should file as Married Filing Separately.
Did Cherie live with you for more than half of the year?


Latricia.
Publication 4012, Filing Status Interview tips

Publication 4012, Filing Status Interview tips