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sambieb
New Member

Filing jointly after a spouse has passed

 
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3 Replies
emina
Expert Alumni

Filing jointly after a spouse has passed

Hi! Happy to assist!

Sorry about your loss.

 

In what year did the spouse die? 

  • The IRS considers someone married for the entire year that their husband or wife died if they don't remarry during that year.
  • The surviving spouse is eligible to use filing status married filing jointly or married filing separately.
  • The final return is due by the regular April tax date unless the surviving spouse or representative has an extension to file.

    Surviving spouses with dependent children may be able to file as a Qualifying Widow(er) for two years after their spouse's death. This filing status allows them to use joint return tax rates and the highest standard deduction amount if they don't itemize deductions.

    Here is the IRS reference link on the topic.
sambieb
New Member

Filing jointly after a spouse has passed

My wife passed on Jan 10 2022.

emina
Expert Alumni

Filing jointly after a spouse has passed

Your filing status for 2022 will be married filing jointly. 
When entering your wife's personal information in TurboTax, there will be a check box to mark that the spouse died in 2022, and you will be asked to enter the date.

 

You would continue to enter all the income, if she had any w2 or Social security income received.

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