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February 16, 2009

Married Filing Separately



Husband and wife , whose status of being married are defined under federal , who are eligible to file jointly, but elect to file separate returns.

Referring Cite

IRS Instructions for Filing Tax Returns available at

Additional Helpful Information

  • An individual should consult with a tax professional regarding eligibility and suitability of tax filing status

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Qualified Charitable Distribution (QCD)

Definition A distribution that is excludable from the distributee’s income, as a result of meeting the following requirements: It is made after the distributee reaches

Saver’s Credit

Definition Also known as the Saver’s Tax Credit: Nonrefundable tax credit available to eligible individuals who make contributions to their retirement account. The saver’s credit

Catch-up Contribution

Definition An additional contribution that can be made to a retirement plan by a participant who is at least age-50 by the end of the

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