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]
- Barriers to Remarriage Among Older People: Viewpoints of Widows and Widowers – www.tandfonline.com [PDF]
- The economic consequences of widowhood for older minority women – academic.oup.com [PDF]
- Three essays on the use and value of financial advice – ttu-ir.tdl.org [PDF]
- Social Security reform: Improving benefit adequacy and economic security for women – papers.ssrn.com [PDF]
- Financial literacy: A comparative study across four countries – onlinelibrary.wiley.com [PDF]
- Widowhood and remarriage in sixteenth-century Paris – journals.sagepub.com [PDF]
- Correlations among self-rated health, chronic disease, and healthcare utilization in widowed older adults in Taiwan – journals.lww.com [PDF]
