Understanding Taxes - Assessment: Filing Status

Module 5: Filing Status

Part 1

List the filing statuses in order from lowest tax rates to highest tax rates by typing the number in the space provided. Use 1 for the lowest tax rate and 4 for the highest tax rate. To assess your answers, click the Check My Answers button at the bottom of the page.

Head of household

Married filing separately

Either married filing jointly or qualifying widow(er) with dependent child

Single

Part 2

Match the people described below to their filing status by choosing the correct status from the drop-down menu. To assess your answers, click the Check My Answers button at the bottom of the page.

Lillian has never been married, lives alone, and has paid all the expenses of keeping up a home for herself and no one else. What is Lillian's filing status?

In August of the tax year, Marta moved out of the apartment she shared with her husband. Marta and her husband are not divorced or legally separated. They have no children or other dependents. Since August, Marta has paid all the expenses of keeping up a home for herself, and she did not provide support or housing to anyone else. Marta refuses to file a joint return with her husband. Which filing status should Marta use?

Adam's wife died this year. He has not remarried. Adam provides all of the support for his two dependent children. What is Adam's filing status?