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How should I file my return if my spouse recently died?

SOLVEDby TurboTax2107Updated January 03, 2022

If your spouse was still alive as of December 31, 2021, you should file your 2021 return jointly with your late spouse.

If your spouse died in 2021, you should also file jointly with your late spouse unless you remarried in 2021. In that case, you'd file a joint return with your new spouse and file your deceased spouse's return as Married Filing Separately.

If your spouse died in 2019 or 2020, you didn't remarry in 2021, 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.

Keep in Mind: We’ll recommend the best filing status for you after you enter your personal info.

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