How do I set the filing status, tax year, and scenario?
To set filing status, tax year, and scenario
- On the left side of the page. in the Tax Year list, select the appropriate option:
- 2017: Rates and laws in effect as of January 2017.
- 2017: An estimate of rates and laws for 2017, assuming only minor changes, such as inflation from 2016 tax law.
- In the Filing Status list, select the appropriate option.
- Single: Unmarried, including divorced and legally separated. This option starts you with 1 exemption.
- Married Filing Jointly: Married and filing one return for both spouses. This option starts you with 2 exemptions.
- Married Filing Separately: Married and filing an individual return for each spouse. This option starts you with 1 exemption.
- Head of Household: Many factors influence head of household status. Refer to your tax publications for these qualifications. This option starts you with 1 exemption.
- Qualifying Widow(er): Widowed during the prior two years, not remarried by the end of the tax year, and having a dependent child. See tax publications for additional requirements. This option starts you with 1 exemption.
- In the Scenarios list, select the scenario you'd like to use. You can use scenarios to come up with alternate possibilities for your tax situation based on circumstances that you change.