The following list shows examples of commonly used filing status codes.
Code
Description
Comment
0
No exemption
A
All
The A filing status code is used by states with only one filing status.
H
Head of Household
M
Married
MJ
Married Filing Joint
Some states use MJ1 and MJ2 to distinguish between employees claiming 0 or 1 exemptions and those claiming two or more.
MS
Married Filing Separate
S
Single
Some states use S1 and S2 to distinguish between employees claiming 0 or 1 exemptions and those claiming two or more.
Some tax jurisdictions require special procedures for allowing personal and dependent exemptions.
California
To enter employee withholding allowances, use the Personal Exemptions field to enter actual "people" exemptions, and the Dependent Exemptions field to enter applicable tax credits in the Tax Status window, which is accessed from the Employee Maintenance Wages tab.
Connecticut
Connecticut uses Exemption and Credit Percentage tax tables. To correctly implement these tables, you must assign filing status A, B, C, or D to each employee in the Tax Status window, which is accessed from the Employee Maintenance Wages tab.
Iowa
For all filing statuses: No more than two exemption allowances should be entered as personal exemptions. All remaining exemptions should be entered as dependent exemptions.
Massachusetts
Married Employees Filing Separate: If claiming zero or one exemption, use filing status MS1. If claiming two or more exemptions, use MS2.
Married Employees Filing Jointly: If claiming zero or one exemption, use filing status MJ1. If claiming two or more exemptions, use MJ2.
Single Employees: If claiming zero exemptions, use filing status S. If claiming one exemption, use filing status S1. If claiming two or more exemptions, use S2.
New York
To set up a local tax table for New York City or Yonkers, you must use the following information.
Tax Calculation Steps
Filing Status
NYC
2 9 4 6 A 7
MN
Married Non-Resident
MR
Married Resident
SN
Single Non-Resident
SR
Single Resident
YON
2 9 A 7
MN
Married Non-Resident
MRX
Married Resident
SN
Single Non-Resident
SRX
Single Resident
Oregon
Single Employees: If claiming less than three allowances, use a filing status of S. If claiming three or more allowances, use M.
Utah
Employee withholding allowances must be entered in the Personal Exemptions field, not in the Dependent Exemptions field of the employee record in the Tax Status window, which is accessed from the Employee Maintenance Wages tab.
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