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kimd_1970
New Member

I draw SSDI and I was the only income for me and my husband who died 2-2-23 can I file taxes for 2022 and 2023 and claim him as a dependent

 
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2 Replies

I draw SSDI and I was the only income for me and my husband who died 2-2-23 can I file taxes for 2022 and 2023 and claim him as a dependent

So sorry for your loss.  No, you cannot claim your spouse as a dependent.  A spouse cannot ever be claimed as a dependent even if they had no income at all.   Married couples can file joint returns or file as married filing separately.   

 

If your ONLY income was Social Security then you do not even need to file a tax return, unless you had health insurance from healthcare.gov and have a 1095A.

 

Who has to file?

http://www.irs.gov/uac/Do-I-Need-to-File-a-Tax-Return%3F

**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.**
Hal_Al
Level 15

I draw SSDI and I was the only income for me and my husband who died 2-2-23 can I file taxes for 2022 and 2023 and claim him as a dependent

Q. I draw SSDI and I was the only income for me and my husband who died 2-2-23 can I file taxes for 2022 and 2023 and claim him as a dependent?

A.  Yes.  Or, more accurately, effectively yes.  You don't actually claim him as a dependent. Instead, you are allowed to file a joint return return, with your spouse, for both 2022 and 2023.  You can file 2022 jointly because he was alive the whole year.  You can file 2023 jointly because a special rule allows you to file a joint return for the year that your spouse died. 

 

As others have said, if your only income is social security, you do not normally need to file a tax return.  What is it, you are trying to accomplish by filing a tax return?

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