Filing Status Comparison

How Filing Status Affects Your Tax

Compare tax liability across different filing statuses

$

Married Filing Jointly

Married and filing together

Lowest Tax

Deduction

$30,000

Tax

$4,923

Effective Rate

6.6%

Head of Household

Unmarried with qualifying dependents

Deduction

$22,500

Tax

$5,960

Effective Rate

8.0%

+$1,037 more than Married Filing Jointly

Single

Unmarried or legally separated

Deduction

$15,000

Tax

$8,114

Effective Rate

10.8%

+$3,191 more than Married Filing Jointly

Married Filing Separately

Married but filing separate returns

Deduction

$15,000

Tax

$8,114

Effective Rate

10.8%

+$3,191 more than Married Filing Jointly

Filing Status Eligibility

  • Single: Unmarried, divorced, or legally separated
  • Married Filing Jointly: Married couples filing one return
  • Married Filing Separately: Married but filing individual returns
  • Head of Household: Unmarried, pay 50%+ of home costs, have qualifying dependent

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