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[Event] Ask the Experts: Navigating Retirement Taxes
So sorry for your loss. For 2025, you will be able to file a joint tax return.
For the year that your spouse died, you can still file a joint return. That way, you will get the married filing jointly standard deduction of $31,500 (+ $1600 for each spouse 65 or older) which will lower the amount of income you are taxed on.
In My Info, you will need to indicate that your spouse died. When his name is in My Info, there is a screen early in the interview that asks "Do any of these apply to [name] ?’” where you will do that, and then a drop down will appear where you can enter the date he passed.
If you have qualifying dependent children you will be able to file as a qualifying surviving spouse (QSS) for the next two years after the 2025 tax return. Post back if you need further help.