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New Member
posted May 13, 2024 4:33:27 AM

Does anyone know of you can file as married if you are not legally separated from your spouse? Also, there are a lot of medical bills and other documents that are missing

I am now widowed, which I don't know how this impacts my taxes.

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1 Replies
Level 15
May 13, 2024 6:11:27 AM

Very sorry for your loss.  For the year that your spouse died, you can still file a joint return.  That way, you will get the married filing jointly standard deduction of $27,700 (+ $1500 for each spouse 65 or older) which will lower the amount of income you are taxed on.

 

In My Info, you will need to indicate that your spouse died. When his name is in My Info,  there is a screen early in the interview that asks "Do any of these apply to [name] ?’” where you will do that, and then a drop down will appear where you can enter the date he passed.

If you have qualifying dependent children you will be able to file as a qualifying surviving spouse  (QSS) for the next two years after this tax return.  Post back if you need further help.

 

 

https://blog.turbotax.intuit.com/tax-planning-2/tax-implications-for-taxpayers-who-have-lost-a-spouse-45419/

 

 

https://ttlc.intuit.com/questions/4149272-i-heard-that-the-federal-qualifying-widow-er-requirements-have-changed-and-also-that-states-vary-in-how-this-is-handled