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2 replies

Employee
April 12, 2023

So sorry for your loss.  First----a question?   In what year did your spouse pass?  If your spouse passed away in 2022 you can still file a joint return for 2022.  More about that below.

 

If your spouse passed away earlier than 2022, you can file as qualified surviving spouse for two more years IF you have qualified dependent children.   If you do not have dependent children you do not file as QSS; you file as Single.

 

 

  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 $25,900 (+ $1400 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.

 

 

https://blog.turbotax.intuit.com/tax-planning-2/tax-implications-for-taxpayers-who-have-lost-a-spouse-45419/

**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.**
JohnB5677
April 12, 2023

I'm very sorry for your loss!

  1. Go into your return and go to MY INFO.
  2. Go to your spouse's info and select Edit
  3. Scroll down to My spouse passed away before filing this return. - Yes
  4. Enter the date of passing.
  5. Go to Marital Status and click Edit.
  6. Screen will show Let's confirm your marital status.
  7. Select Widowed
  8. We're very sorry for your loss. What year did your spouse pass away?
  9. Choose In 2022

 

 

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