When can I use filing status for widow?
For two years after the year of your spouse’s death you can use the qualifying widower status if all of these are true:
- You were entitled to file a joint return with your spouse for the year your spouse died. It doesn’t matter whether you actually filed a joint return or not.
- You have a child or step child you can claim as a dependent. This doesn’t include foster children.
- You have not remarried.
- The child lived in your home all year. There are exceptions for temporary absences, birth, and death during the year.
- You paid more than half the cost of keeping up your home for the year.
Qualifying widow(er) status entitles you to use both of these:
- Married filing jointly tax rates — However, you’re not entitled to file a joint return after the year of death.
- The highest standard deduction amount — Use this if you don’t itemize deductions.
Form 8332 is the form custodial parents can use to release their right to claim a child as a dependent to the noncustodial parent. The form can be used for current or future tax years. Additionally, custodial parents can use tax Form 8332 to revoke the release of this same right.
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