State and Territory-Specific Tax Filing Status Codes

This table lists the Filing Status codes for states and territories that don't follow the Federal tax component. They appear on the appropriate state or territory components of their tax card.

Use them to help you:

• Migrate data using the HCM Data Loader (HDL)

• Interpret and reports you have configured that use them

Employee and Retiree Filing Status Codes

State	Person type	Lookup code	Lookup meaning	Year
AL	Employee	1	S - Single
		2	M - Married
		3	MS - Married and withholding at higher single rate
		4	H - Head of household
		5	0 - Claiming no personal exemptions
	Retiree	1	S - Single	Any year
		2	M - Married	Any year
		3	MS - Married filing separately	Any year
		4	H - Head of household	Any year
		5	0 - Claiming no personal exemptions	Any year
AR	Employee	1	Single
		2	Married filing jointly
		3	Head of household
	Retiree	1	Single	Any year
		2	Married, filing jointly	Any year
		3	Head of household	Any year
CA	Employee	1	Single or married with two or more incomes
		2	Married with one income
		3	Head of household
	Retiree	1	Single or married with two or more incomes	Any year
		2	Married with one income	Any year
		3	Head of household	Any year
CT	Employee	8	No state W-4, high threshold
		9	Single - D	2021 or later
		10	Single - E	2021 or later
		11	Single - F	2021 or later
		12	Married filing jointly - A	2021 or later
		13	Married filing jointly - C	2021 or later
		14	Married filing jointly - D	2021 or later
		15	Married filing jointly - E	2021 or later
		16	Married Filing Separately - A	2021 or later
		17	Married Filing Separately - D	2021 or later
		18	Married Filing Separately - E	2021 or later
		19	Head of Household - B	2021 or later
		20	Head of Household - D	2021 or later
		21	Head of Household - E	2021 or later
		22	Qualifying Surviving Spouse - C	2023 or later
		23	Qualifying Surviving Spouse - D	2023 or later
		24	Qualifying Surviving Spouse - E	2023 or later
	Retiree	8	No state W-4, low threshold	Any year
		9	Single - D	2021 or later
		10	Single - E	2021 or later
		11	Single - F	2021 or later
		12	Married filing jointly - A	2021 or later
		13	Married filing jointly - C	2021 or later
		14	Married filing jointly - D	2021 or later
		15	Married filing jointly - E	2021 or later
		16	Married Filing Separately - A	2021 or later
		17	Married Filing Separately - D	2021 or later
		18	Married Filing Separately - E	2021 or later
		19	Head of Household - B	2021 or later
		20	Head of Household - D	2021 or later
		21	Head of Household - E	2021 or later
		22	Qualifying Surviving Spouse - C	2023 or later
		23	Qualifying Surviving Spouse - D	2023 or later
		24	Qualifying Surviving Spouse - E	2023 or later
DC	Employee	1	Single
		2	Married and filing separately
		3	Married or domestic partners, filing jointly
		4	Head of household
		5	Married or domestic partners filing separately on same return
	Retiree	1	Single	Any year
		2	Married and filing separately	Any year
		3	Married or domestic partners, filing jointly	Any year
		4	Head of household	Any year
		5	Married or domestic partners filing separately on same return	Any year
DE	Employee	1	Single	2020 or later
		2	Married	2020 or later
GA	Employee	1	Single
		3	Married and filing jointly, one spouse employed
		5	Head of household
		12	Married Filing Separately or Jointly with Both Working
	Retiree	1	Single	Any year
		2	Married and filing separately	Any year
		3	Married and filing jointly, one spouse employed	Any year
		4	Married and filing jointly, both spouses employed	Any year
		5	Head of household	Any year
HI	Employee	1	Single
		2	Married
		3	Married and withholding at higher single rate
		4	Certified disabled Note: Selectable by professional users only.Selecting this value makes the person exempt from state income tax (SIT).	2022 or later
		5	Nonresident Military Spouse Note: Selectable by professional users only.Selecting this value makes the person exempt from SIT.	2022 or later
	Retiree	1	Single	Any year
		2	Married	Any year
		3	Married and withholding at higher single rate	Any year
		4	Certified disabled	Any year
IA	Employee	1	Single or married but legally separated
		2	Married
ID	Employee	1	Single
		2	Married
		3	Married and withholding at higher single rate
	Retiree	1	Single	Any year
		2	Married	Any year
		3	Married and withholding at higher single rate	Any year
KS	Employee	1	Single
		2	Joint
	Retiree	1	Single	Any year
		2	Joint	Any year
MA	Employee	1	Other than head of household
		2	Head of household
	Retiree	1	Other than head of household	Any year
		2	Head of household	Any year
MD	Employee	1	Single
		2	Married
		3	Married and withholding at higher single rate
ME	Employee	1	Single
		2	Married
		3	Married and withholding at higher single rate
	Retiree	1	Single	Any year
		2	Married	Any year
		3	Married and withholding at higher single rate	Any year
MN	Employee	2	Married
		3	Married and withholding at higher single rate
		61	Single, married but legally separated, or spouse is a nonresident alien
MO	Employee	1	Single, or married spouse works, or married filing separate
		3	Married and spouse not employed
		4	Head of household
MS	Employee, retiree	1	Single	Any year
		2	Married	Any year
		3	Married and filing separately, or spouse employed	Any year
		4	Head of household	Any year
MT	Employee	4	Single or married filing separately	2024
		5	Married filing jointly or qualifying surviving spouse	2024
		6	Head of household	2024
NC	Employee	1	Single or married filing separately
		2	Married filing jointly, or surviving spouse
		3	Head of household
	Retiree NC-4P	1	Single or married filing separately	Any year
		2	Married filing jointly, or surviving spouse	Any year
		3	Head of household	Any year
NE	Employee	1	Single
		2	Married	2021 or prior
		2	Married filing jointly or Qualifying widow(er) Note: The Third-Party Tax Filing Extract interprets this value as Married.	2022 and later
NJ	Employee	1	Single
		2	Married or civil union couple, filing jointly
		3	Married or civil union couple, filing separately
		4	Head of household
		5	Qualifying widow or widower, or surviving civil union partner
NY	Employee	1	Single, or head of household
		2	Married
		3	Married, but withhold at a higher single rate
OK	Employee	1	Single
		2	Married
		3	Married and withholding at higher single rate
OR	Employee	1	Single
		2	Married
		3	Married and withholding at higher single rate
	Retiree W-4P-OSTWC	1	Single	Any year
		2	Married	Any year
		3	Married and withholding at higher single rate	Any year
PR	Employee	1	Individual full
		2	Individual, or married none
		3	Married full
		4	Married half
		5	Married optional
		6	Married optional none
	Retiree	1	Individual full	Any year
		2	Individual, or married none	Any year
		3	Married full	Any year
		4	Married half	Any year
		5	Married optional	Any year
		6	Married optional none	Any year
SC	Employee	1	Single	Any year
		2	Married	Any year
		3	Married and withholding at higher single rate	Any year
	Retiree	1	Single	Any year
		2	Married	Any year
		3	Married and withholding at higher single rate	Any year
VT	Employee	1	Single	Any year
		3	Married but withhold at higher single rate	Any year
		6	Married/Civil union filing jointly	Any year
		7	Married/Civil union filing separately	Any year
	Retiree	1	Single	Any year
		3	Married and withholding at higher single rate	Any year
		6	Married/Civil union filing jointly	Any year
		7	Married/Civil union filing separately	Any year
WI	Employee	1	Single	Any year
		2	Married	Any year
		3	Married and withholding at higher single rate	Any year
	Retiree	1	Single	Any year
		2	Married	Any year
		3	Married and withholding at higher single rate	Any year
WV	Employee	1	Single (derived field)	Any year
		2	Married (derived field)	Any year
		3	Single or married with two or more incomes (derived field)	Any year
		4	Optional one earner, one job (derived field)	Any year
	Retiree	1	Single (derived field)	Any year
		2	Married (derived field)	Any year
		3	Single or married with two or more incomes (derived field)	Any year
		4	Optional one earner, one job (derived field)	Any year