I’m working early on my taxes to just get a rough estimate where I stand for the 2023 tax year.
Used Turbo tax last year and worked out very well. This year it has gotten a little more complicated. I’m trying to see if I’m a Qualifying Surviving spouse. I lost my spouse in March 2022 and I was able to do Married filing jointly for 2022 Tax Year.
I have a daughter and two grand-children that is living in my house for all of 2023 and no doubt furnishing well over half of their living expenses. I used Turbo Tax to answer the questions for Qualifying Surviving spouse.
Turbo-Tax says I can’t claim her as a dependent as she makes more than $4700/year and also it will mess-up my daughter’s tax refund.
But it says I may qualify for other deductions. If I answer yes to below conditions then I am a Qualifying Surviving Spouse. The first two conditions are no doubt true. But the 3rd I’m puzzled what it is asking. I could have filed as Joint the year my spouse passed and the answer is Yes I did file as joint.
So I answer this question as YES?
I’m under the assumption that I must have a dependent to be a Qualifying Surviving Spouse
Is this a bug in the software?
Thanks for your input.
