Client and return setupFiling status and dependents
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RETURN PROFILE · TAX YEAR 2025
All five federal Form 1040 filing statuses are available. Eligibility must be reviewed, not inferred from marital status alone.
These reviewed facts drive the dependent worksheet and the person-specific age/blindness addition. Form 8615 remains an explicit blocker when required.
Classify each person after applying the qualifying-child or qualifying-relative tests. Child tax credit and other-dependent credit are mutually exclusive.
No dependents entered.
The engine applies the 7.5% medical floor and the 2025 SALT limitation. Enter only substantiated, reviewed deductible amounts.