Agency View: Agency View – TAX HOUSEHOLD

Use the Tax Household Tab to enter or update the tax filing status for each household member.

Tax Household Members

  • Tax Filer Status* (Select Tax Filer, Dependent, or Non Filer)
    • If Tax Filer is chosen, select Single, Head of Household, or Qualifying Widow(er) with dependent child
  • Tax household screen
    • If Non Filer is chosen, Filing Status field disappears.
  • Tax filer status drop-down
    • If Tax Filer is chosen, select Filing Status*; Single, Head of Household, or Qualifying Widow(er) with dependent child.
  • filing status drop-down
    • If Dependent is chosen, select individual who is claiming the member on their federal taxes.
    • Select their relationship to the Tax Filer.
  • relationship to tax filer drop-down
    NOTE:A couple listed as married in the MEMBERS tab cannot file single or head of household in the TAX HOUSEHOLD tab.

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