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erwins
New Member

Should I file jointly or single this year my wife passed away last year and I don't know if I still file jointly or as a single this year?

 
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1 Reply
MinhT
Expert Alumni

Should I file jointly or single this year my wife passed away last year and I don't know if I still file jointly or as a single this year?

Sorry for your loss.

If you spouse passed away in 2017, you can still file jointly in 2017 and benefit from the larger standard deduction and exemptions.

This is an extract from an IRS document:

If your spouse died in 2017, you can use married filing jointly as your filing status for 2017 if you otherwise qualify to use that status. The year of death is the last year for which you can file jointly with your deceased spouse.

You may be eligible to use qualifying widow(er) with dependent child as your filing status for 2 years following the year your spouse died. For example, if your spouse died in 2016 and you haven't remarried, you may be able to use this filing status for 2017 and 2018. The rules for using this filing status are explained in detail here.

This filing status entitles you to use joint return tax rates and the highest standard deduction amount (if you don't itemize deductions). It doesn't entitle you to file a joint return.



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