Asked by Madeline Suderman on Apr 29, 2024
Verified
If a taxpayer's spouse dies during the tax year,the taxpayer must file as a qualifying widow(er).
Qualifying Widow(er)
A tax filing status available to a widowed spouse with a dependent child, offering benefits similar to the Married Filing Jointly status for two years following the year of the spouse's death.
- Ascertain the accurate filing statuses and the requirements associated with them.
- Understand the implications of marital status on filing and exemptions.
Verified Answer
JN
Jordan NewsomMay 05, 2024
Final Answer :
False
Explanation :
A taxpayer can file as a qualifying widow(er) only if they have not remarried and they meet other specific requirements, including having a dependent child, for two years following the year of their spouse's death. For the year of death, they may file as married filing jointly or married filing separately.
Learning Objectives
- Ascertain the accurate filing statuses and the requirements associated with them.
- Understand the implications of marital status on filing and exemptions.