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March 6, 2009

My Tax Filing status is “Married Filing Separately”. Are there any exceptions that would allow me to use another tax-filing status so that I fall within a more favorable phase-our range?

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My Tax Filing status is “Married Filing Separately”. Are there any exceptions that would allow me to use another tax-filing status so that I fall within a more favorable phase-our range?

Question My Tax Filing status is “Married Filing Separately”. Are there any exceptions that would allow me to use another tax-filing status so that I fall within a more favorable phase-our range?

Answer

Yes. If you did not live with your spouse at any time during the year, you are eligible to use the phase-out range and rules that apply to individuals who file as “single”.

Written By

Denise Appleby

Denise is CEO of Appleby Retirement Consulting Inc., a firm that provides IRA resources for financial/ tax/legal professionals. She has over 20 years of experience in the retirement plans field, which includes training and technical consultation.

Denise writes and publishes educational /marketing tools for advisors; available at http://irapublications.com. Denise co-authored several books on IRAs

Denise is a graduate of The John Marshall Law School, where she obtained a Masters of Jurisprudence in Employee Benefits, and has earned 5 professional retirement designations.
She has appeared on numerous media programs, sharing her insights on retirement tax laws.

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