Sign Up

Why sign in to the Community?

  • Submit a question
  • Check your notifications
or and start working on your taxes
cancel
Showing results for 
Search instead for 
Did you mean: 
lynnayoung
New Member

What is a qualifying widower?

 
1 Best answer

Accepted Solutions
SamiaI
New Member

What is a qualifying widower?

It is one of the filing status out of the 5 statuses that the IRS offers (Single, Married filing jointly, Married filing separately,Head of household, Qualifying widow or widower). Qualifying Widower is a filing status that allows you to retain the benefits of the Married Filing Jointly status for two years after the year of your spouse's death.

If your spouse died in 2015 or 2016, you didn't remarry in 2017, and you have a child that meets certain qualifications, you might be able to file as a Qualifying Widow(er) which has certain tax advantages. When you go through the Personal Info section in TurboTax, we'll ask a series of questions to determine if you meet those requirements.

View solution in original post

11 Replies
SamiaI
New Member

What is a qualifying widower?

It is one of the filing status out of the 5 statuses that the IRS offers (Single, Married filing jointly, Married filing separately,Head of household, Qualifying widow or widower). Qualifying Widower is a filing status that allows you to retain the benefits of the Married Filing Jointly status for two years after the year of your spouse's death.

If your spouse died in 2015 or 2016, you didn't remarry in 2017, and you have a child that meets certain qualifications, you might be able to file as a Qualifying Widow(er) which has certain tax advantages. When you go through the Personal Info section in TurboTax, we'll ask a series of questions to determine if you meet those requirements.

Dany  sauceda
Returning Member

What is a qualifying widower?

 

 

DanielV01
Expert Alumni

What is a qualifying widower?

See the following IRS link to see the definition of this term and whether or not you might qualify to claim as such:  Qualifying Widow(er)

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
Chuck691
New Member

What is a qualifying widower?

Since my wife past away last year, why isn't my filing status Qualified Widower???

Critter-3
Level 15

What is a qualifying widower?

In the year the spouse passes you can still file jointly( or separately if you choose which may let you have HOH if you qualify)  ... then the next 2 tax years you can be qualifying widower followed by HOH if you still have a qualifying child.  In the TT program MY INFO section the program asks about your marital status then helps you make the correct filing status decision based on your situation. 

xmasbaby0
Level 15

What is a qualifying widower?

@Chuck691 So sorry for your loss.   When you say your spouse passed away "last year" ---please be specific---in what tax year did she pass away?  "last year" is too vague for us to understand when you are talking about tax years.

 

What are you trying to do now?   Are you working on a 2020 tax return or are you starting on a return for 2021?  Do you have any dependent children?

**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.**
hero2
Level 2

What is a qualifying widower?

Thank you

jane131
Returning Member

What is a qualifying widower?

Thanks, my spouse died in December 2020 and this will be the first year as filing as a widow but it only acknowledge me as Single.  Can I correct it?

MarilynG
Expert Alumni

What is a qualifying widower?

Yes, Single would be the correct filing status for a Widow, unless you also have Dependents.

 

Make sure you entered in the MY INFO section that you are widowed, and that your spouse passed away in 2020.

 

Sorry for your loss. 

 

Here's more info on Taxpayers Who Have Lost a Spouse. 

 

 

@jane131

 

 

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
ryounk
New Member

What is a qualifying widower?

I'm working on my 2021 taxes. I have no dependents and my husband passed away in 2017.

DawnC
Expert Alumni

What is a qualifying widower?

If you have not remarried since your husband passed, you choose Single.   @ryounk

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
Dynamic AdsDynamic Ads
Privacy Settings
v