Sorry for your loss. My husband died last year too. Next year (for 2024) I will file as Single on a new return and not transfer from 2023. My income didn't change at all so I will have a much higher tax as Single. Figuring estimates is a chore. I have the Desktop program and using the What-If worksheet.
Then for 2023 (Joint return) I applied part of my refund to 2024. First time I ever applied any. But the IRS wrote me a letter saying they didn't know what to do with that amount. Probably because my husband's ssn is deceased. Wrote IRS back. Hope it gets applied to my ssn. It's messing up my estimates. So I'm not including it as part of my estimates. Guess I'll have a big refund next year.
