Federal Filing Status


3 Hour Course

Course ID: UUBXU-T-00003-17-S

Approved By: Internal Revenue Service (IRS)

4 6 Reviews

Add to Cart (877) 724-6150

This class on federal filing status will help you review the guidelines and the requirements for determining a client’s filing status. You’ll understand who may use each designation, and the benefits and drawbacks of each.


We'll discuss the specifics of joint responsibility and community property under the status of married filing jointly, along with how to handle special circumstances where rules such as "innocent spouse relief" apply. We'll also look at the options when one spouse is a U.S. taxpayer, and one is a resident or nonresident alien.


As we discuss the married filing separately status, we'll discuss who can use this status, and some of the drawbacks of using it, including credits that the taxpayers will be ineligible for, or which will be reduced. We'll also talk about the issue of community property under this status.


We'll cover the requirements that must be met to use the Head of Household filing status, including what is included in "costs of keeping up a home", and who is considered a qualifying relative.


Finally, we'll look at the qualifications to file as a widow(er), the benefits offered by this status, and who it is most benefical for.

This course concludes with an IRS-mandated 12-question exam.

  • Federal Filing Status
    • Federal Filing Status [19 Activities]
      • 01. Introduction to Federal Filing Status (Video)
      • 02. What is the Filing Status
      • 03. Filing Single
      • 04. Married Filing Jointly
      • 05. Married Filing Jointly - Part 2
      • 06. Married Filing Jointly - Part 3
      • 07. Married Filing Jointly - Part 4
      • 08. Married Filing Jointly - Part 5
      • View Additional Activities
        • 09. Married Filing Jointly - Part 6
        • 10. Married Filing Jointly - Part 7
        • 11. Married Filing Jointly - Part 8
        • 12. Married Filing Jointly - Part 9
        • 13. Married Filing Separately
        • 14. Married Filing Separately - Part 2
        • 15. Married Filing Separately - Part 3
        • 16. Married Filing Separately - Part 4
        • 17. Filing as Head of Household
        • 18. Filing as a Qualifying Widow or Widower with a Dependent Child
        • 19. Conclusion of Federal Filing Status (Video)
    • Federal Filing Status Exam (16 questions)
  • Course Completion
    • Mandatory Questionnaire
    • Certificate of Completion

Instructor Bio

jeremy allen cpa instructor atyourpaceonline
Jeremy Allen, CPA, was born and raised in Chicago, Illinois. He graduated with a Bachelor's of Science in Accounting from the University of Oregon Charles H. Lundquist College Of Business. He has been a licensed CPA in the state of Oregon since 2007. He specializes in Corporate Taxation and Planning. He enjoys working with start-up businesses, online businesses, and multi-state entities. He is an avid member of Crossfit Grants Pass. In his free time he enjoys traveling and camping with his family. Go Ducks!

Course Reviews

December 31st, 2018

December 24th, 2018

December 27th, 2017

December 31st, 2018

November 14th, 2018

December 29th, 2017