My husband of 34 years died in May 2024, I was 66 years old and turned 67 in March of 2025. I then started getting part of my husbands pension which has insurance and taxes held out automatically. The Social Security then stopped my SS payments which were lower than my husbands and started paying me his. So I am trying to find out if 1. Do I list the pension as income? 2. file married or single? The IRS says If you are 65 or over at the end of 2024, and gross income is $30,750 or more and you are a qualifying surviving spouse then you must file. So I make less then that amount and friends and family are telling me I do not need to file this year but I will have to file next year. So am I considered a qualifying surviving spouse? and if so do I have to file or not?
Thank you
Ruth
