topic Wife passed away on 12/31/2021 in Get your taxes done using TurboTax

Wife passed away on 12/31/2021

Mike JG — Tue, 10 Mar 2026 06:56:38 GMT

My wife passed away on December 31 of 2021. I know I qualify or think I qualified for QW. In 2022 should I take more out of my RMD so I will pay lower taxes on it. And do I qualify for the same QW for 2023.

Re: Wife passed away on 12/31/2021

Bsch4477 — Wed, 16 Nov 2022 18:52:05 GMT

Correct. You can file as QW for 2022 and 2023 as long as you are unmarried.

Re: Wife passed away on 12/31/2021

Mike JG — Wed, 16 Nov 2022 18:55:17 GMT

Should I take a larger withdrawal from my IRA because I will be in a lower tax bracket the next two years.

Re: Wife passed away on 12/31/2021

Anonymous — Wed, 16 Nov 2022 18:57:01 GMT

if the spouse died in 2021 how can one file QW in 2022 & 2023?

Re: Wife passed away on 12/31/2021

Bsch4477 — Wed, 16 Nov 2022 19:00:27 GMT

That would make sense.

Re: Wife passed away on 12/31/2021

Bsch4477 — Wed, 16 Nov 2022 19:01:03 GMT

That’s the tax law.

Re: Wife passed away on 12/31/2021

Anonymous — Wed, 16 Nov 2022 19:09:52 GMT

? That's the tax law ... you can file QW for 2 additional years after the spouse passes?

Re: Wife passed away on 12/31/2021

DoninGA — Wed, 16 Nov 2022 19:14:39 GMT

@Anonymous wrote:

? That's the tax law ... you can file QW for 2 additional years after the spouse passes?

You can file as a Qualifying Widower for two years after the passing of a spouse but Only if you have children to claim as dependents on your tax return.

If you do not have a dependent child then you have to file as Single after the year of passing of a spouse and you have not remarried.