BROWSE

Qualified Widow Or Widower

What is '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.

Explaining '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.


Further Reading


Gender, the family, and economy
books.google.com [PDF]
… 8051000 9748000 5838000 8989000 Divorced 7.76% 9.290/0 3.850/0 4.870/0 Widowed 8.280/0 … they are less likely to roll over lump-sum distributions into another tax-qualified savings vehicle … Similarly, widows and divorcees will qualify for a higher spousal benefit if they were …

Barriers to Remarriage Among Older People: Viewpoints of Widows and WidowersBarriers to Remarriage Among Older People: Viewpoints of Widows and Widowers
www.tandfonline.com [PDF]
… 8051000 9748000 5838000 8989000 Divorced 7.76% 9.290/0 3.850/0 4.870/0 Widowed 8.280/0 … they are less likely to roll over lump-sum distributions into another tax-qualified savings vehicle … Similarly, widows and divorcees will qualify for a higher spousal benefit if they were …

The economic consequences of widowhood for older minority womenThe economic consequences of widowhood for older minority women
academic.oup.com [PDF]
… 8051000 9748000 5838000 8989000 Divorced 7.76% 9.290/0 3.850/0 4.870/0 Widowed 8.280/0 … they are less likely to roll over lump-sum distributions into another tax-qualified savings vehicle … Similarly, widows and divorcees will qualify for a higher spousal benefit if they were …

Three essays on the use and value of financial adviceThree essays on the use and value of financial advice
ttu-ir.tdl.org [PDF]
… 8051000 9748000 5838000 8989000 Divorced 7.76% 9.290/0 3.850/0 4.870/0 Widowed 8.280/0 … they are less likely to roll over lump-sum distributions into another tax-qualified savings vehicle … Similarly, widows and divorcees will qualify for a higher spousal benefit if they were …

Social Security reform: Improving benefit adequacy and economic security for womenSocial Security reform: Improving benefit adequacy and economic security for women
papers.ssrn.com [PDF]
… 8051000 9748000 5838000 8989000 Divorced 7.76% 9.290/0 3.850/0 4.870/0 Widowed 8.280/0 … they are less likely to roll over lump-sum distributions into another tax-qualified savings vehicle … Similarly, widows and divorcees will qualify for a higher spousal benefit if they were …

Financial literacy: A comparative study across four countriesFinancial literacy: A comparative study across four countries
onlinelibrary.wiley.com [PDF]
… 8051000 9748000 5838000 8989000 Divorced 7.76% 9.290/0 3.850/0 4.870/0 Widowed 8.280/0 … they are less likely to roll over lump-sum distributions into another tax-qualified savings vehicle … Similarly, widows and divorcees will qualify for a higher spousal benefit if they were …

Widowhood and remarriage in sixteenth-century ParisWidowhood and remarriage in sixteenth-century Paris
journals.sagepub.com [PDF]
… 8051000 9748000 5838000 8989000 Divorced 7.76% 9.290/0 3.850/0 4.870/0 Widowed 8.280/0 … they are less likely to roll over lump-sum distributions into another tax-qualified savings vehicle … Similarly, widows and divorcees will qualify for a higher spousal benefit if they were …

Correlations among self-rated health, chronic disease, and healthcare utilization in widowed older adults in TaiwanCorrelations among self-rated health, chronic disease, and healthcare utilization in widowed older adults in Taiwan
journals.lww.com [PDF]
… 8051000 9748000 5838000 8989000 Divorced 7.76% 9.290/0 3.850/0 4.870/0 Widowed 8.280/0 … they are less likely to roll over lump-sum distributions into another tax-qualified savings vehicle … Similarly, widows and divorcees will qualify for a higher spousal benefit if they were …



Q&A About Qualified Widow Or Widower


How long after a spouse's death may one file under this status?

Up to two years following the death of the spouse.

How long can a qualified widow or widower use this status?

For up to two years following the death of the spouse.

Who qualifies for this status?

Surviving spouses who have not remarried may qualify for this status.

What is the least common filing status?

The least common of the five types of tax filing status each taxpayer must select from when preparing their personal tax return.

What does a qualified widow or widower file as?

A qualified widow or widower files as married filing jointly.