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Intuit
,Created with Sketch.36 helpful votes

I heard that the federal Qualifying Widow(er) requirements changed and that states vary in how they're handling them

The federal requirements for the Qualifying Widow(er) filing status changed for tax year 2018. On the state level, some states are following the federal guidelines and some are not.

Federal taxes

While you still need a child that meets certain qualifications in order to file as a Qualifying Widow(er), the child doesn’t have to be claimed as a dependent. There are other requirements as well, but we’ll let you know if the Qualifying Widow(er) filing status is best for you after you enter your personal info and answer a few questions.

State taxes

Some states followed the change in the federal requirements and some states didn't. If you’re filing in a state that doesn’t conform with the federal change, that means you might end up filing your federal taxes as a Qualifying Widow(er), but filing your state taxes under a different filing status. We’ll let you know the best status for you once you have entered your personal info.

Most states conform with the federal change

The only states that haven't conformed with the federal change are:

  • District of Columbia
  • Mississippi
  • New Jersey

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