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Jason M. Tyra, CPA
Jason M. Tyra, CPA, Certified Public Accountant (CPA)
Category: Capital Gains and Losses
Satisfied Customers: 177
Experience:  Principal at Jason M. Tyra, CPA, PLLC
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On line 43 how does one qualify as "qualifying widow"?

Customer Question

On line 43 how does one qualify as "qualifying widow"?
Submitted: 6 months ago.
Category: Capital Gains and Losses
Expert:  Jason M. Tyra, CPA replied 6 months ago.
Hi There: A surviving spouse (qualifying widow/er) whose spouse died during either of the surviving spouse's two tax years immediately preceding the tax year is taxed at joint return rates if the surviving spouse:. . . hasn't remarried at any time before the end of the tax year,. . . “maintains” (pays over 50% of the costs of) a household as his home that's the “principal place of abode” of a dependent (a) who is taxpayer's son or daughter (including adopted children, but not foster children), stepson, or stepdaughter, and (b) for whom taxpayer is entitled to a dependency deduction for the tax year, and. . . could file a joint return with the deceased for the year of death.

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