@rolabeanhair wrote:
Thanks for the reply, but wondering if you didn't catch the year my spouse had died - 2022. For that tax year I did fill a joint return.
The income I'm speaking of came, unexpectedly, the following year. Only upon receiving a 2023 1099-DIV with my spouse's TIN did I realize the joint acct had not been closed as directed in 2022, but closed 2 mos into 2023. For 2023, I should be filing a 1040 as a single, right?
Correct. You are single for 2023 unless you have a dependent that qualifies you to file as "surviving spouse" (this is a special status that gives widows and widowers a bit of a tax break if they are caring for a child dependent.)
