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The IRS says:
What if a spouse died during the tax year?
Remember, taxpayers whose spouses died during the tax year are considered married for the entire year, provided they did not remarry. The surviving spouse is eligible to file as Married Filing Jointly or Married Filing Separately.
Surviving spouses who have remarried must file with the new spouse, either jointly or separately. The deceased spouse’s filing status becomes Married Filing Separately.
Surviving spouses who have a dependent child may be able to use the Qualifying Widow(er) status in the two tax years following the year of the spouse’s death. This is discussed later in this lesson.
Please read this IRS document for more information.
We are sorry for your loss.
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 $29,200 (+ $1550 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 her 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 she 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.
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