Federal Tax Filing Status Codes

These tables list all federal tax Filing Status codes for employees and retirees. They appear on the Federal tax component 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 Filing Status Codes

Lookup code

Lookup meaning

Year

1

Single

2019 or prior

2

Married

2019 or prior

3

Married and withholding at higher single rate

2019 or prior

4

Single or married filing separately

2020 or later

5

Married filing jointly or qualifying surviving spouse

2023 or later

6

Head of household

2020 or later

Retiree Filing Status Codes

Lookup code

Lookup meaning

Year

1

Single

Any

2

Married

Any

3

Married and withholding at higher single rate

Any

4

Single or married filing separately

2022 or later

5

Married filing jointly or qualifying surviving spouse

2023 or later

6

Head of household

2022 or later