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New Member
posted Apr 17, 2023 1:26:38 AM

How does a dependent child disqualify me from claiming qualifying widower?

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1 Replies
Level 15
Apr 17, 2023 3:08:58 AM

When did your spouse die?  You can only claim qualifying widower for 2 years.  

 

You can file a Joint return the year your spouse died. For the next two years following a husband's or wife's death, the surviving spouse can file as a qualifying widow or widower if they have a qualifying child. That basically lets you continue to use the same tax brackets that apply to married-filing-jointly returns. After the year of death if you don't have a child you file as Single.