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filingstatus

I’m a widower this year so what do I enter for filing Status

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filingstatus

 

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 (+ $1500 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 his 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 he 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.

**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.**

filingstatus

Sorry for your loss.  I lost my husband in 2023.  

You can file a Joint return the year your spouse died as normal.   For the next two years following a husband's or wife's death, the surviving spouse can file as a qualifying widow or widower if they have a qualifying child. That basically lets you continue to use the same tax brackets that apply to married-filing-jointly returns. After the year of death if you don't have a child you file as Single. And then next year start over with a new return and new account.


See How to file if your spouse recently died
https://ttlc.intuit.com/turbotax-support/en-us/help-article/small-business-processes/file-return-spo...


IRS How to file a final tax return for someone who has passed away
https://www.irs.gov/newsroom/how-to-file-a-final-tax-return-for-someone-who-has-passed-away

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