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Qualifying Surviving Spouse?

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!

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3 Replies
KeshaH
Expert Alumni

Qualifying Surviving Spouse?

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.

Qualifying Surviving Spouse?

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.   

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

Qualifying Surviving Spouse?

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?

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