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January 22, 2021
Question

Can someone help me. My husband died July 25, 2020. Last year we filed Jointly with me as primary. Do I file jointly again because he received Social Security?

  • January 22, 2021
  • 3 replies
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How do I file this year? We received the $2,400 but I have not gotten the $600 yet. How do I file?

3 replies

VolvoGirl
Employee
January 22, 2021

Sorry for your loss.  Yes you can file a Joint return for 2020.  Just file as before with both your incomes.  You can get the Stimulus payments.  I think you will also the 600 for him too.  There will be a screen asking for the amounts you already received.  

Employee
January 22, 2021

@lumbee45  I am so sorry for your loss.  

Since  the passing of your husband was in 2020, you still  can file as Married Filing Joint for the year 2020.  Thereafter you are a widow ( essentially treated as single ) for tax purposes unless  you have dependents  for whom you maintain a household -- in which case you can continue  to file as Head of Household.

 

Dose this help or is there more I can do for you ?

fanfare
Employee
January 22, 2021

If you have a dependent, file as a Qualifying Widow for 2021, not Head of Household.

Carl11_2
Employee
October 11, 2022

How do I file this year?

If by "this year" you mean tax year 2021 or 2022, you will not be filing as married. (unless you remarried)

You will file as qualifying widow if you have dependent children. Otherwise, you file as single.