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Income Tax Planning
Chapter 3: Fundamentals of Income Tax/REQUIREMENTS FOR MARRIED FILING STATUS
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Chapter Study Session

Chapter 3: Fundamentals of Income Tax

REQUIREMENTS FOR MARRIED FILING STATUS

01.Core Concepts

• Married Filing Jointly • Married as of the last day of the taxable year • Spouse dies during the taxable year • Surviving Spouse (Qualifying Widow(er)) • Allowed for 2 years after death of spouse if taxpayer maintains a home in which a dependent child lives