Nellie Fox maintains her home in which she and her daughter reside. The daughter does not...

Nellie Fox maintains her home in which she and her daughter reside. The daughter does not qualify as Nellie's dependent. Nellie's husband died the previous year. What is Nellie's filing status for the year? Question 13 options: 1) Married filing jointly 2) None of these 3) Head of household 4) Single 5) Surviving spouse.

Expert Solution

The correct answer is 1) Married Filing Jointly (MFJ)

MFJ can be used even if one spouse dies during the year and the surviving spouse doesn't remarry. No information about Nellie Fox remarrying is given in the question.

In addition to the above, the question specifies her daughter although living with her, doesn't qualify as a dependent. Therefore, Nellie is considered to be married as of year-end.
Hence, Nellie’s filing status for the year is Married Filing Jointly.

Based on the above reasoning, the other options are incorrect.

To qualify for Head of Household (HOH) status, the Nellie Fox should have either been unmarried or separated for 6 months or be a non-qualifying widow. Also, it is given that her daughter doesn't qualify as a dependent. Hence, HOH filing status can't be used. Hence, Head of Household status can’t be used. Hence, Option 3) is incorrect.

Single status can be availed only if the tax payer is unmarried or legally separated as of year-end. Hence Option 4) is incorrect.

There is no filing status called Surviving Spouse. Provided Nellie doesn't remarry for 2 years after her husband's death and dependent lives with her for the whole year, she can file as Qualifying Widow. However, since her daughter doesn't qualify as a dependent, this is not applicable. Hence Option 5) is incorrect.

Option 2) is also incorrect.

ekkarill92 answered 2 years ago

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