Schedule an Appointment|help@bettehochberger.com South Florida boutique CPA · serving clients nationwide
Quickies with Bette

What’s My Status?

The IRS determines your filing status based on what you are on December 31 of that tax year.

Featured Insight What’s My Status?
Quickies with Bette February 11, 2014
1 min read

When people get married or divorced or a spouse dies during a year, it can be confusing to determine what the filing status of that year should be.  The IRS determines your filing status based on what you are on December 31 of that tax year.  This means that whether you got married on January 1 or December 31 of 2013, you are considered married by the IRS for the whole year.  Sometimes more than one status applies.  If that is the case, you can choose the one that leaves you with the least amount of tax.  The IRS doesn’t often give you that luxury!

 

Tweet it!  Your filing status for the tax year is determined by your status on December 31. @Bettehochberger

Still confused? The IRS has a handy little app to help you determine your status.

IRS-What is my filing status?

Useful information is better when it changes the next decision.

Need advice specific to your tax, accounting or financial situation? Start with a short discovery call.

Book 15 Minutes ↗ Call 954.639.4060
Bette Hochberger, CPA, CGMA

About the Author

Bette Hochberger, CPA, CGMA

Bette is the founder of the firm that bears her name. After launching her career in private accounting with technology startups and nonprofits in Boston and Miami, she transitioned to Public Accounting at large regional firms. She founded her firm so she could focus on the needs of small business owners instead of chasing billable hours with large corporations.