Qualified Widow Or Widower

DEFINITION of 'Qualified Widow Or Widower'

The least common of the five types of tax filing status each taxpayer must select from when preparing their personal tax return. A qualified widow or widower is entitled to use the "married filing jointly" tax rates on an individual return for up to two years following the death of the spouse.

BREAKING DOWN 'Qualified Widow Or Widower'

The qualified widow or widower status is provided as a measure of financial relief for those who have lost their spouse and may be struggling with medical or funeral bills. After two years, surviving spouses who have not remarried must file as either single or head of household.

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RELATED FAQS
  1. What tax breaks are afforded to a qualifying widow?

    Understand the special qualifying widow/widower status, the requirements for this filing status and the special tax benefits ... Read Answer >>
  2. How does a qualifying widow obtain widow's allowance?

    Discover how a widow becomes eligible to claim a qualifying widow federal tax filing status and how she can obtain a widow's ... Read Answer >>
  3. What are the requirements to file a tax return as a qualifying widow?

    Learn about the qualifying widow/widower tax filing status, and how an individual qualifies for using this special tax status ... Read Answer >>
  4. I don't have taxable income at age 73, do I still file taxes for 2015?

  5. Am I eligible to file a federal tax return receiving social security disability & ...

  6. Do we have to file taxes?

    Our only income is social security and a very small pension amount. We were told by our accountant that we did not need to ... Read Answer >>
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