Sample case — Andrew & Emily Pollet — MFJ vs MFS
MFJ vs MFS
Internal memo
Jan 22, 2027Senior Accountant
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Your assignment
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1. Were Andrew and Emily married as of December 31, 2026?
2. Can they file as Single for tax year 2026?
3. Which filing statuses can they choose for 2026?
4. Should they file married filing separately?
5. Based on the file, which filing status should they use for 2026?
6. What is the 2026 standard deduction if they file married filing jointly?