Qualifying Surviving Spouse?

3 replies
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75 yo mom & 80 yo dad supporting 43 yo adult son (he is claimed as a dependent under qualifying relative on 1040SR).

In 2023 dad dies, mom files MFJ for 2023.

In 2024 Turbo Tax is selecting QSS, but I am wondering if its right because it reads that the dependent is a child. Can you file QSS if the dependent is an adult (not disabled, just doesn't want to work, so fully financially supported by and living with mom )?

Thanks!

TurboTax Home & Biz Windows

KeshaH

Alumni - Intuit

She wouldn't qualify as surviving spouse if he's not considered a qualifying child. Please check to make sure he's not marked as being disabled.

xmasbaby0

Level 15

She might be able to file as Head of Household if she claims the adult son, but he is not a qualifying child for QSS filing status. He could be a qualifying relative for HOH filing status.

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