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lwelty1
New Member

I lived independently from my wife. No co-mingled money or investiments, so why would I file jointly as a widower?

My wife and I never filed jointly in the past. She passed away.  Why would I want to file jointly?
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2 Replies

I lived independently from my wife. No co-mingled money or investiments, so why would I file jointly as a widower?

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 $25,100 (+ $1350 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 dependent children still living at home, you will be able to file as a qualified widow for the next two years after this tax return.  Post back if you need further help.

**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.**
KrisD15
Expert Alumni

I lived independently from my wife. No co-mingled money or investiments, so why would I file jointly as a widower?

It might give you a better tax liability, but it is not mandatory. 

If you choose to file separately, someone will need to file your wife's final return. 

 

Below is an IRS link with more information about your options. 

 

LINK 

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