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marikam36
New Member

My husband passed away and I don’t have his W-2. How do I get that?

 
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My husband passed away and I don’t have his W-2. How do I get that?

So sorry for your loss.   You will need to get his W-2 from the employer.   Are you trying to prepare a 2024 return or starting to work on 2025?   The employer has until the end of January 2026 to issue a W-2 for 2025.

 

 For the year that your spouse died, you can still file a joint return.  That way, you will get the 2024 married filing jointly standard deduction of $29,200 (+ $1550 for each spouse 65 or older) which will lower the amount of income you are taxed on.    For a 2025 return those amounts are $31,500 (+ $1600 for each spouse 65 or older) and an extra $6000 deduction for each spouse 65 or older--phased out at certain income levels.

 

In My Info, you will need to indicate that your spouse died. When his name is in My Info,  there is a screen early in the interview that asks "Do any of these apply to [name] ?’” where you will do that, and then a drop down will appear where you can enter the date he passed.

 

If you have qualifying dependent children you will be able to file as a qualifying surviving spouse  (QSS) for the next two years after this tax return.  Post back if you need further help.

 

 

https://accountants.intuit.com/support/en-us/help-article/tax-filing-status/claiming-qualified-survi...

 

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

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