https://ttlc.intuit.com/community/taxes/discussion/my-spouse-died-in-feb-2018-should-i-update-w-4-from-married-to-single/01/386525#M159998 Tue, 04 Jun 2019 19:08:05 GMT mrdjcanfield 2019-06-04T19:08:05Z https://ttlc.intuit.com/community/taxes/discussion/my-spouse-died-in-feb-2018-should-i-update-w-4-from-married-to-single/01/386525#M159998 Tue, 04 Jun 2019 19:08:05 GMT https://ttlc.intuit.com/community/taxes/discussion/my-spouse-died-in-feb-2018-should-i-update-w-4-from-married-to-single/01/386525#M159998 mrdjcanfield 2019-06-04T19:08:05Z https://ttlc.intuit.com/community/taxes/discussion/first-we-would-like-to-express-our-condolences-for-your/01/386531#M160002 <P>First, we would like to express our condolences for your loss.</P> <P>Second, you will be filing as Married Filing Joint in 2018 - I assume that this is how you filed in 2017. This means that except for the tax law changes that Congress just enacted to start in 2018, your tax return should be similar for 2018 to 2017. So little need to update your W-4.</P> <P>You will not switch to Single until tax year 2019. The exception is if you are living with a dependent, then you can file Qualifying Widow(er) for two years - 2020 and 2021 (if, of course, tax law does not change in the meantime). QW provides better tax rates than filing Single.</P> <P>There are other qualifications for Qualifying Widower - please see <A href="https://www.irs.gov/pub/irs-pdf/p17.pdf" rel="nofollow" target="_blank">IRS Publication 17</A> for more information.</P> <P>Towards the end of 2018, you might talk to your HR people to see if – based on your situation and level of withholding – which filing status would make the most sense for you (Single, Married, or Married but withhold at higher single rate) on your W-4.<BR /></P> Tue, 04 Jun 2019 19:08:06 GMT https://ttlc.intuit.com/community/taxes/discussion/first-we-would-like-to-express-our-condolences-for-your/01/386531#M160002 BMcCalpin 2019-06-04T19:08:06Z https://ttlc.intuit.com/community/taxes/discussion/re-my-spouse-died-in-feb-2018-should-i-update-w-4-from-married-to-single/01/2162099#M777059 <P>i filed this year as a married withholding what do I do next year 2022</P> Fri, 02 Apr 2021 00:13:56 GMT https://ttlc.intuit.com/community/taxes/discussion/re-my-spouse-died-in-feb-2018-should-i-update-w-4-from-married-to-single/01/2162099#M777059 reneekomine35 2021-04-02T00:13:56Z https://ttlc.intuit.com/community/taxes/discussion/re-my-spouse-died-in-feb-2018-should-i-update-w-4-from-married-to-single/01/2168617#M779243 <P>BMcCalpin&nbsp; gave you an excellent explanation.</P> <P>&nbsp;</P> <P>For 2021 and going forward I recommend filing your W-4 as Single.</P> Sun, 04 Apr 2021 14:11:53 GMT https://ttlc.intuit.com/community/taxes/discussion/re-my-spouse-died-in-feb-2018-should-i-update-w-4-from-married-to-single/01/2168617#M779243 JohnB5677 2021-04-04T14:11:53Z