topic Qualifying Surviving Spouse? in Deductions & credits

Qualifying Surviving Spouse?

Hosefish — Thu, 10 Apr 2025 04:58:10 GMT

75 yo mom & 80 yo dad supporting 43 yo adult son (he is claimed as a dependent under qualifying relative on 1040SR).

In 2023 dad dies, mom files MFJ for 2023.

In 2024 Turbo Tax is selecting QSS, but I am wondering if its right because it reads that the dependent is a child. Can you file QSS if the dependent is an adult (not disabled, just doesn't want to work, so fully financially supported by and living with mom )?

Thanks!

Re: Qualifying Surviving Spouse?

KeshaH — Thu, 10 Apr 2025 13:17:35 GMT

She wouldn't qualify as surviving spouse if he's not considered a qualifying child. Please check to make sure he's not marked as being disabled.

Re: Qualifying Surviving Spouse?

xmasbaby0 — Thu, 10 Apr 2025 13:20:30 GMT

She might be able to file as Head of Household if she claims the adult son, but he is not a qualifying child for QSS filing status. He could be a qualifying relative for HOH filing status.

Re: Qualifying Surviving Spouse?

Hosefish — Thu, 10 Apr 2025 14:57:46 GMT

Not marked as disabled, I checked everything there to make sure. He is just a bum basically, but Turbo Tax is "recommending" QSS but also allows me to select HOH which is a $5k difference in tax, so I definitely want to get it right.

Should I report this to Turbo Tax as a software error/glitch?