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January 15, 2025
Question

can I claim survivor benefits as I am receiving ex-husbands pension payments due to being survived by him

  • January 15, 2025
  • 2 replies
  • 0 views
i live in ohio

    2 replies

    DaveF1006
    January 15, 2025

    It depends. it sounds like you are already receiving survivor benefits if you are receiving your ex-husband's pension. Typically you may receive benefits if you were married to your ex-husband for a long enough period (typically 10 years or more). 

     

    You may wish to contact the plan administrator for further details if unsure of your eligibility in receiving these payments.

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    Employee
    January 15, 2025

    There is nothing to claim on your income tax return for being a spouse survivor.  You owe income tax on whatever your income happens to be.  If your income includes a survivor's pension, that's part of your taxable income.  If you think there is a state exemption to tax on the pension, you have to check with your state.

     

    If you are providing care in your home for a qualifying person, usually a child dependent, you can use the filing status of "surviving spouse" (used to be called qualifying widow/widower).  This provides some of the advantages of married filing jointly instead of single, but it only applies if you are caring for a dependent.