Federal Questionnaire—Filing Status, Exemptions, and Standard Deduction
Extracted from PDF file 2023-federal-form-5129.pdf, last modified December 2007Questionnaire—Filing Status, Exemptions, and Standard Deduction
Form 5129 (Rev. December 2007) Section I. Questionnaire—Filing Status, Exemptions, and Standard Deduction Taxpayer Data 1. Name(s) and address (exactly as shown on your income tax return) Section II. 2. Social Security Number 3. Tax Form Number 4. Spouse’s Social Security Number 5. Tax Year Ending Filing Status and Standard Deduction Please check the appropriate box and answer the corresponding question(s) to show how you intended to file your tax return. 1. 2. 3. 4. 5. Single Married filing joint return Married filing separate return a. Did your spouse file a tax return for the tax year in Section I above? . . . . . . . Yes No Unknown b. Please enter your spouse’s Social Security Number in Section I above and print your spouse’s name here as it appeared on that return c. Did you and your spouse live together at any time during the last 6 months of the year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes No Head of Household (with qualifying dependent) (During the tax year, you provided more than half the cost of maintaining a household for a qualifying dependent.) a. If the qualifying person is your child, but is being claimed by the other parent, enter this child’s name here: . . . . . . . . . . . . . . . . . . . . . . . . . . b. At the end of the tax year in Section I, above, you were: Unmarried Widowed Legally Separated Married to a Nonresident Alien You claimed your married child, grandchild, great-grandchild, etc., to include stepchild or adopted child who qualifies as your dependent. You claimed your married child, grandchild, great-grandchild, etc., adopted child, or stepchild who is not claimed as a dependent, due to your divorce or separation from the other parent who is claiming the child as a dependent. You claimed your foster child who is qualified as your dependent. You claimed any other relative who is qualified as your dependent. c. The household mentioned in Item 4a, above, was: Your household. The home you maintained for your parent who can be claimed as your dependent. d. Did you and your spouse live together at any time during the last 6 Yes No months of the tax year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . Qualifying widow(er) with dependent child . . . . . . . . . . . What year did your spouse die? Section Ill. Exemptions for Dependents and Standard Deduction Please give complete information below for each person you claimed as a dependent on your return for the tax year shown in Section 1. The names and Social Security Numbers you provide below must be written as they appear on the Social Security Card(s) issued by the Social Security Administration. If you need additional space or have made changes to any of these items, please use the back of this form to continue and/or explain your entries. 1. First and Last Name 5. 6. 7. 8. 9. 10. 11. 12. 2. Social Security Number 3. Dependent’s Relationship to You Were you 65 or over at the end of the tax year shown in Section I, above? . . . . . . . . Were you blind at the end of the tax year? . . . . . . . . . . . . . . . . . . . . . . . Was your spouse 65 or older at the end of the tax year? . . . . . . . . . . . . . . . . Was your spouse blind at the end of the tax year? . . . . . . . . . . . . . . . . . . . Did you intend to claim an exemption for your spouse? . . . . . . . . . . . . . . . . . Did your spouse have any gross income for the tax year? . . . . . . . . . . . . . . . . Can you be claimed as a dependent on another person’s return for the tax year? . . . . . Can your spouse be claimed as a dependent on another person’s return for the tax year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4. Check box if dependent qualifies for Child Tax Credit . . . . . . . . Yes Yes No No Yes No Yes No Yes No Yes No Yes No Yes No Under penalties of perjury, I declare that I have examined this statement and to the best of my knowledge and belief, it is true, correct, and complete. Sign here Your Signature Spouse’s Signature Date (if filing jointly, both must sign) Form 5129 (Rev. 12-2007) Cat. No. 27391O Department of the Treasury–Internal Revenue Service
Form 5129 (Rev. 12-2007)
More about the Federal Form 5129 Corporate Income Tax Estimated TY 2023
We last updated the Questionnaire—Filing Status, Exemptions, and Standard Deduction in February 2024, so this is the latest version of Form 5129, fully updated for tax year 2023. You can download or print current or past-year PDFs of Form 5129 directly from TaxFormFinder. You can print other Federal tax forms here.
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Form Sources:
The Internal Revenue Service usually releases income tax forms for the current tax year between October and January, although changes to some forms can come even later. We last updated Federal Form 5129 from the Internal Revenue Service in February 2024.
Form 5129 is a Federal Corporate Income Tax form. While most taxpayers have income taxes automatically withheld every pay period by their employer, taxpayers who earn money that is not subject to withholding (such as self employed income, investment returns, etc) are often required to make estimated tax payments on a quarterly basis. Failure to make correct estimated payments can result in interest or penalties.
About the Corporate Income Tax
The IRS and most states require corporations to file an income tax return, with the exact filing requirements depending on the type of company.
Sole proprietorships or disregarded entities like LLCs are filed on Schedule C (or the state equivalent) of the owner's personal income tax return, flow-through entities like S Corporations or Partnerships are generally required to file an informational return equivilent to the IRS Form 1120S or Form 1065, and full corporations must file the equivalent of federal Form 1120 (and, unlike flow-through corporations, are often subject to a corporate tax liability).
Additional forms are available for a wide variety of specific entities and transactions including fiduciaries, nonprofits, and companies involved in other specific types of business.
Historical Past-Year Versions of Federal Form 5129
We have a total of eleven past-year versions of Form 5129 in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:
Form 5129 (Rev. 12-2007)
Form 5129 (Rev. 12-2007)
Form 5129 (Rev. 12-2007)
Form 5129 (Rev. 12-2007)
Form 5129 (Rev. 12-2007)
Form 5129 (Rev. 12-2007)
Form 5129 (Rev. 12-2007)
Form 5129 (Rev. 12-2007)
Form 5129 (Rev. 12-2007)
Form 5129 (Rev. 12-2007)
Form 5129 (Rev. 12-2007)
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