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Case Study 4: Qualifying Widow(er)Fred has always filed a joint return with his spouse. His spouse passed away in August 2019. Fred provides all the support for his two dependent children, ages 7 and 9. If Fred does not remarry, which filing status could he use for the following tax years?
Click here for an explanation. For the 2019 tax year, Fred can file under the Married Filing Jointly status. The next two years, Fred can file as a Qualifying Widow(er). After that, he can file as Head of Household.
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Filing Status Workout
Filing Status Requirements
Publication 4012, Filing Status Interview tips