Filing An Individual Tax Return

Question 1

Generally, what are the income requirements that determine if a single individual should file a return?

Answer 1

If their total income is greater than their personal exemption plus their standard deduction.

Question 2

When are individual tax returns due?

Answer 2

April 15

Question 3

If an individual files for an extension, when are their taxes due?

Answer 3

Any tax owed is still due on April 15

Question 4

What is the filing status of a legally separated individual?

Answer 4

Single

Question 5

What is the filing status for a widow 2 years after their spouse’s death? (No dependents)

Answer 5

Single

Question 6

What is the filing status of a widow who’s spouse dies in the same year as the year of filing?

Answer 6

Married filing jointly

Question 7

What is a qualified widow/widower?

When can they file using this status?

Answer 7

A widow/widower who provides a principal residence for a dependent child for an entire year.

For two years following the year of death.