If a taxpayer’s spouse dies in 2017, what are the potential filing statuses for 2017, 2018,...

If a taxpayer’s spouse dies in 2017, what are the potential filing statuses for 2017, 2018, 2019, and 2020?

Expert Solution

If the taxpayer was filling the return as married filing jointly and have dependent children then after the death of the spouse, the taxpayer can file the return as qualifying widow or widower if he or she doesn't remarry during the period. The qualifying widow or widower status have same tax benefits as married filing jointly. After the two years, if the taxpayer is not remarried then he or she can file as single or head of household whichever is applicable. It the taxpayer is remarried after 2 years he or she can file the return as married filing jointly.

However, if the taxpayer was not filing as married filing jointly during the year in which the taxpayer's spouse died then the taxpayer will not be eligible for qualifying widow or widower status.

Thus if in 2017 the taxpayer was filling as married filing jointly then the potential filing status will be as follows:

2017: Married Filing Jointly

2018: Qualifying Widow or Widower, married filing jointly if remarried

2019: Qualifying Widow or Widower, married filing jointly if remarried

2020: Single, married filing jointly if remarried

However if in 2017 the taxpayer was filling as single then the potential filing status will be as follows:

2017: Single

2018: Single or married filing jointly if remarried

2019: Single or married filing jointly if remarried

2020: Single or married filing jointly if remarried

ekkarill92 answered 1 year ago

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