If you’re Married you must File Jointly
Choosing the Correct Filing Status
Single. Normally this status is for taxpayers who aren’t married, or who are divorced or legally separated under state law.
Married Filing Jointly. If taxpayers are married, they can file a joint tax return. If a spouse died, the widowed spouse can often file a joint return for that year. –
If you want ACA – Obamacare tax credits, you MUST file jointly
See Publication 974 for details and certain exceptions
Our page on Registered Domestic Partners
Married Filing Separately. A married couple can choose to file two separate tax returns. This may benefit them if it results in less tax owed than if they file a joint tax return. Taxpayers may want to prepare their taxes both ways before they choose. They can also use this status if each wants to be responsible only for their own tax.
Head of Household. In most cases, this status applies to a taxpayer who is not married, but there are some special rules. For example, the taxpayer must have paid more than half the cost of keeping up a home for themselves and a qualifying person. Don’t choose this status by mistake. Be sure to check all the rules.
Qualifying Widow(er) with Dependent Child. This status may apply to a taxpayer if their spouse died during 2014 or 2015 and they have a dependent child. Other conditions also apply.
Exemptions, Standard Deduction and Filing Information.
IRS and CPA Video on Tax Filing Status
Turbo Tax Video How to Claim Tax Credit
What Is the Premium Tax Credit (PTC)?
Who Must File Form 8962
Who Can Take the PTC
Terms You May Need To Know
Minimum Essential Coverage (MEC)
Individuals Not Lawfully Present in the United States Enrolled in a Qualified Health Plan
Determining the Premium for the Applicable Second Lowest Cost Silver Plan (SLCSP)
Allocating Policy Amounts for Individuals With No One in Their Tax Family
Allocation of Policy Amounts Among Three or More Taxpayers
Alternative Calculation for Year of Marriage
Self-Employed Health Insurance Deduction and PTC ...
IRS on changing name after Marriage or Divorce