turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

how do I get "qualifying surviving spouse" to come up as a filing status

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
MayaD
Employee Tax Expert

how do I get "qualifying surviving spouse" to come up as a filing status

Sorry for your loss. 

 

In TurboTax ,

  1. Go to My Info section
  2. Click Edit next to your name 
  3. Continue to the screen About your household and select Widowed under What was your marital status on December 31, 2024?
  4. Select the year your spouse passed away

 

Per IRS: 

Taxpayers can claim the qualifying surviving spouse filing status if all of the following conditions are met:

  • You were entitled to file a joint return with your spouse for the year your spouse died.
  • Have had a spouse who died in either of the two prior years. You must not remarry before the end of the current tax year.
  • Have a child, stepchild, or adopted child who qualifies as your dependent for the year or would qualify as your dependent except that the child does not meet the gross income test, or does not meet the joint return test, or except that you may be claimed as a dependent of another taxpayer. You live with this child in your home all year, except for temporary absences.
  • Live with this child in the taxpayer’s home all year, except for temporary absences.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question