Case Study 4: Qualifying Surviving SpouseFred has always filed a joint return with his spouse. His spouse passed away in August 2021. 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 2021 tax year, Fred can file under the Married Filing Jointly status. The next two years, Fred can file as a Qualifying Surviving Spouse. After that, he can file as Head of Household.
|