Filing taxes can be a difficult experience to navigate due to all the forms that need to be filled out. Figuring out which filing status you qualify for can sometimes complicate things as well. In an effort to alleviate some of the more pressing matters regarding tax filing in Texas, review the outline of each filing status and addresses to send the forms below.
Filing income taxes as a single person in Texas is the basic filing status for income tax returns. You can apply for your income tax as a single person if you were not married on the last day of the year you are filing for and do not qualify for another filing status such as head of household. Depending on the type of form you use to complete your tax return and whether or not you owe money to the IRS, you will need to mail your return in to one of the addresses highlighted at the bottom of this page.
Married couples in Texas have the option of filing for a tax return either jointly or separately. Typically, married couples file their taxes jointly, though it is recommended that you file under the status that benefits you the most.
Couples filing their federal income tax as Married Filing Jointly report both parties incomes, credits, deductions and exemptions on the same tax return form. Combining your tax information with your spouse’s can have benefits, but also makes both you and your spouse accountable in the event of any tax return liability situations such as penalties and interest. Residents who are held liable for tax penalties incurred by their spouses who do not believe the charge is correct can apply for Innocent Spouse Relief.
While married couples in Texas have the option to file their tax returns jointly, they also have the option to file their taxes separately. Though typically a joint return will yield the best results regarding potential refunds, there are situations where filing separately will be more beneficial for Texans. When filing separately, your spouse and you will report your individual tax information and be held accountable only for your personal tax liability. Requirements and qualifications for filing separately are roughly the same as for individuals filing their taxes under single status.
Filing as head of household in Texas can be one of the most beneficial tax filing statuses, especially for single parents. However, you should know the complete definition of head of household prior to filing as one.
The IRS considers individuals head of household if they are single or unmarried taxpayers who are heading a home of one or more Qualifying Persons. Head of households generally enjoy a lowered tax rate as well as a higher level of deductions than individuals filing as single. Additionally, the level of income necessary before an income tax payment is required is higher for a head of household filer than a single filer.
Heads of household must meet the following requirements:
Filing a Texas federal income tax return as a widow or widower allows the filing person to retain the benefits of filing as a married couple jointly for up to two years following the passing of a spouse. Additionally, individuals filing as a widow or widower must also have a dependent child. Whether or not you have a dependent child, you can file as a widow or widower for the year of your spouse’s passing.