In addition to the standard single, married filing jointly, married filing separately, and head of household tax filing statuses, there is a special status that can be used if your spouse has recently passed away: qualifying widow(er) with dependent child. This tax status enables you to use joint return tax rates and claim the highest standard deduction. However, there are some requirements you may need to be aware of prior to using this tax filing status.
- As long as you have not remarried, you may be eligible to use the qualifying widow(er) with dependent child filing status for two years following the year your spouse passed away. After that time, you may qualify to use the head of household filing status.
- To file as a qualifying widow(er) with dependent child, you must have a dependent child or stepchild whom you claim as an exemption. If your dependent child is born or dies during the year, you may still qualify for this filing status.
- Additionally, to file as a qualifying widow(er) with dependent child, you must have paid more than half the cost of maintaining a household for the year.
Keep in mind that the qualifying widow(er) with dependent child tax filing status enables you to use the joint tax rates; however, you may not claim an exemption for the deceased spouse.
If you have questions about filing as a qualifying widow(er) with dependent child, please don’t hesitate to ask! The Pro Tax Resolution team is standing by to meet all of your tax needs, and we are committed to helping you minimize stress and maximize your tax benefits. Call now for more information!