Filing Status

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Revisiting a History of Marriage in the Tax Code, Part 5

By | September 20th, 2017|Categories: Potpourri of Tax Topics|Tags: , , |

Community property laws factored heavily into the creation of filing statuses in the U.S. Tax Code.

Revisiting a History of Marriage in the Tax Code, Part 4

By | August 31st, 2017|Categories: Potpourri of Tax Topics|Tags: , |

Image courtesy of Pixabay.com Back in 2014 and into 2015, I posted a multi-part series of posts about the history of marriage in the tax code. In 2016 I was asked to condense that series into a CPE presentation. Here are excerpts from that presentation. This series of posts will cover a lot of [...]

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Revisiting a History of Marriage in the Tax Code, Part 3

By | August 17th, 2017|Categories: Potpourri of Tax Topics|Tags: , , |

In Part 3 of this series, we explore why joint tax returns were so common even after major tax-law changes in 1917.

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Can an Iowa Tax Return be Amended from Joint to Separate Filing Status?

By | April 24th, 2017|Categories: State Taxes|Tags: , , , |

Unlike with federal tax returns, taxpayers can indeed amend an Iowa return to separate filing status after filing the original Iowa return jointly.

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Glossary: Qualifying Widow(er)

By | April 4th, 2017|Categories: Potpourri of Tax Topics|Tags: , , |

The "qualifying widow(er)" filing status is for a person whose spouse has died and the surviving spouse is still raising kids.

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