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2020 Personal Tax Organizer 1. Personal Information NameSINDate of Birthstone (W)EmailTaxpayer Spouse Address Marital Status:Phone (H) Married ___ Single ___ Commonly ___ Separated ___ Divorced ___
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01
Begin by providing your full legal name.
02
Indicate whether you are currently single, married, separated, divorced, or widowed.
03
If married, include the full legal name of your spouse.
04
Provide the date of your marriage or separation.
Who needs marital status - common?
01
Employers may request marital status for tax purposes.
02
Insurance companies may require marital status for coverage purposes.
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What is marital status - common?
Marital status commonly refers to an individual's legal relationship status, which can be categorized as single, married, divorced, separated, or widowed.
Who is required to file marital status - common?
Individuals who are required to file a tax return must report their marital status on the form, which typically includes single individuals, married couples, and heads of household.
How to fill out marital status - common?
To fill out marital status, select the appropriate category from the options available, such as single, married filing jointly, married filing separately, and head of household on the tax return form.
What is the purpose of marital status - common?
The purpose of reporting marital status is to determine the tax filing status and applicable tax rates, as well as eligibility for certain tax credits and deductions.
What information must be reported on marital status - common?
Individuals must report their current marital status, including the date of marriage or divorce, and the names and statuses of any dependents, if applicable.
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