{"id":1211,"date":"2018-03-06T17:47:58","date_gmt":"2018-03-06T22:47:58","guid":{"rendered":"https:\/\/www.etax.com\/blog\/?p=1211"},"modified":"2019-07-11T16:28:09","modified_gmt":"2019-07-11T20:28:09","slug":"qualifying-widow-widower-status","status":"publish","type":"post","link":"https:\/\/www.etax.com\/blog\/2018\/03\/06\/qualifying-widow-widower-status\/","title":{"rendered":"Qualifying Widow or Widower Status"},"content":{"rendered":"<p class=\"p2\"><span class=\"s2\">If you\u2019ve lost your spouse, you may qualify for a special tax filing status. The qualifying widow(er) status can be used by taxpayers when filing a tax return after their spouse has died. There are some additional requirements that must be met as follows:<\/span><\/p>\n<p class=\"p2\"><span class=\"s2\">When you file a return for the year your spouse dies, you\u2019re still eligible to file a joint return as long as you haven\u2019t remarried and the executor of your spouse\u2019s estate approves the joint return. However, if either spouse was a non-resident alien at any point, you won\u2019t be able to file a joint return. <\/span><\/p>\n<p class=\"p2\"><span class=\"s2\">For that first year, you\u2019ll include your entire amount of income and deductions for the whole year. Your spouse\u2019s income and deductions are included up to the date of death, and if your spouse owed taxes, you may be liable for the outstanding debt if the estate can\u2019t pay it. <\/span><\/p>\n<p class=\"p2\"><span class=\"s2\">For the next two years after the death, you\u2019ll be eligible to use the qualifying widow(er) status, which offers a higher standard <a href=\"https:\/\/www.etax.com\/blog\/2026\/02\/19\/new-auto-loan-interest-deduction-how-to-save-up-to-10000-on-your-taxes-2025-2028\/\">deduction<\/a> and lower tax rate than the Single taxpayer status. There are certain requirements you have to follow in order to use the status:<\/span><\/p>\n<ul class=\"ul1\">\n<li class=\"li2\"><span class=\"s2\">You haven\u2019t remarried.<\/span><\/li>\n<li class=\"li2\"><span class=\"s2\">You have a <a href=\"https:\/\/www.etax.com\/help\/doc\/dependent-test.htm\">dependent child<\/a> (not foster child) who lived with you the entire year and you provided more than half of the child\u2019s support and maintenance costs for the home.<\/span><\/li>\n<li class=\"li2\"><span class=\"s2\">You were eligible to file a joint return the year your spouse died, even if you didn\u2019t file jointly.<\/span><\/li>\n<\/ul>\n<p class=\"p2\"><span class=\"s2\">For the first year that your spouse died, you should still file married filing jointly. Then for the two tax years that follow, you can use the qualifying widow(er) status when you file your return. <\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>If you\u2019ve lost your spouse, you may qualify for a special tax filing status. The qualifying widow(er) status can be used by taxpayers when filing a tax return after their spouse has died. There are some additional requirements that must be met as follows: When you file a return for the year your spouse dies, [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":1479,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[119],"tags":[88,572],"class_list":["post-1211","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-filing-status-2","tag-qualifying-widow","tag-tax-filing-status"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Qualifying Widow or Widower Status - eTax.com\u00ae Blog<\/title>\n<meta name=\"description\" content=\"The qualifying widow(er) status can be used by taxpayers when filing a tax return after their spouse has died and met several other requirements.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.etax.com\/blog\/2018\/03\/06\/qualifying-widow-widower-status\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Qualifying Widow or Widower Status - 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