Thank you so much!
so here is my situation - my husband has been in a nursing home since 2012 and I never knew I was supposed to file married. We were married in 12/31/2011 and he was in the nursing home by March of 2012. His only income SSDI. I never received anything from the nursing and I never received the SSA1099.
I always assumed (always gets me trouble) the nursing was taking care of his taxes. I also didn’t realize I should have been filing married. I always filed single/head of household. Never received any kick back from the IRS and the nursing home did not forward his 1099 to me to file.
Fast forward to today - unfortunately my husband passed away on August 6th 2021. After doing some research I found out I’m supposed to claim married for last year and then widowed the next two years. This is what prompted to me ask .. should I have been filing married all these years? I did my taxes as married this year and my refund was doubled.
So I’m thinking I need to go back and amend all these years from single to married. But I’m thinking my first step is to find out if the nursing home filed taxes on his behalf, right? And if so do I go back and change it to married filing separately?
Thank you for all this information! It’s definitely helpful!
