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PDtax
PDtax, Certified Public Accountant (CPA)
Category: Tax
Satisfied Customers: 4439
Experience:  35 years tax experience, including four years at a Big 4 firm.
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If my husband has passed away, what qualifies me as a widow?

Customer Question

Hello,
If my husband has passed away, what qualifies me as a widow?
What is the best way to file??? married, filing separately?
Technically, there was no divorce filed anywhere........soI'm still married, right?
Submitted: 1 year ago.
Category: Tax
Expert:  PDtax replied 1 year ago.

Hi from Just Answer. I'm PDtax. I'll assist.

Expert:  PDtax replied 1 year ago.

If your spouse passed in 2015, you are considered married for tax purposes for the whole year, and as such get the benefit of married filing joint rates for 2015.

This is almost always the best filing status with the lowest tax. There can be special circumstances that allow for income reporting creativity, including such things as substantial income of your deceased spouse received after his passing.

Unless you have that kind of income, married filing joint will produce the lowest tax.

Expert:  PDtax replied 1 year ago.

You aren't still married for tax purposes, you just get this benefit for 2015 only.

Thanks for asking at Just Answer. Positive feedback is appreciated. I'm PDtax.