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 6 of 7

The scenario continues. You are trying to determine the appropriate filing status for Latricia. 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: Did Cherie live with you for more than half the year?

Latricia: Cherie lived with me all year until September, when she moved in with her dad.

How would you respond?

Okay, then you should file as Head of Household.
Okay, then you should file as Married Filing Separately.
Did you provide more than half the cost of keeping up the home for the year?
Who claims Cherie as a dependent, you or your husband?


Latricia.
Publication 4012, Filing Status Interview tips

Publication 4012, Filing Status Interview tips