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Level 1
May 29, 2024
Question

Status change

  • May 29, 2024
  • 1 reply
  • 0 views

My husband passed away last year. I filed the 2023 as Married (as I was supposed to). I had one dependent (child in college). My child has now graduated college and will soon have a job that will take her over the amount earned for me to claim her as a dependent. Will this cause me to lose the "widow" filing status? What should I have being deducted from my pay (married or single)?

1 reply

Level 2
May 29, 2024

Yes, you will lose the qualifying widow filing status as you must have a dependent child the year after your spouse has deceased.  Even though you can select Widow, there will be a series of questions and your tax rate will be calculated as a Single person. You will then claim Single on your Form W-4 for 2024. You can find more information here:

 

https://apps.irs.gov/app/vita/content/globalmedia/4491_filing_status.pdf