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Qualifying Surviving Spouse

Shannybaby — Tue, 11 Feb 2025 16:57:36 GMT

My husband passed away in 2023. I have 2 dependent children. If I file as a qualifying surviving spouse, can my tax return be intercepted because of his child support arrears from another child he had?

Re: Qualifying Surviving Spouse

LindaS5247 — Tue, 11 Feb 2025 19:53:06 GMT

If you file a joint return as a qualifying spouse, and your spouse owed back child support, the government may try to reduce your refund by what is owed.

My sincere condolences for your loss.

You can include a "Request for Injured Spouse" Form 8379 with your return.

You can get to that form by:

Click on "Search" (magnifying glass) at the top right of your screen and
Type "injured spouse" in the search bar.
Next click on "Jump to injured spouse"

Click here for "How Do I File Form 8379, Injured Spouse?"

Click here for additional information on requests for innocent spouse status.

Re: Qualifying Surviving Spouse

Shannybaby — Tue, 11 Feb 2025 22:23:18 GMT

Thank you. Is filing as a qualifying surviving spouse the same a married filing jointly?

Re: Qualifying Surviving Spouse

MayaD — Tue, 11 Feb 2025 23:58:01 GMT

Taxpayers who do not remarry in the year their spouse dies can file jointly with the deceased spouse. For the two years following the year of death, the surviving spouse may be able to use the Qualifying Surviving Spouse filing status.

Tax rates for qualifying surviving spouse and for married filing jointly are the same.

Also, standard deduction amounts for 2024 is:

$29,200 – Married Filing Jointly or Qualifying Surviving Spouse.

irs.gov