No, it was not a typo. Your filing status for the 2020 return will depend on your marital status on 12/31/2020. Your filing options for the 2019 return would either be married filing jointly (if you and your spouse's estate agree to do that) or single, assuming you do not remarry on or before 12/21/2019.First, thanks for the condolences, Overtaxed.
We can assuredly assume that I will Not be re-marrying in this year.
And, I think that was a typo, about the marital status… 12/31/2019, not 12/31/2020. . . Yes?
Probably, but no way I could say for sure as I've not reviewed all the facts of your situation and the estate's situation.It's PROBABLY beneficial to file Jointly, though,. . . Yes?
Your first post, the way it was written, seemed to be asked how you would file both for 2019 and for 2020. I see from this post that you meant to ask about how you would file 2019 taxes that would be filed in 2020.First, thanks for the condolences, Overtaxed.
We can assuredly assume that I will Not be re-marrying in this year.
And, I think that was a typo, about the marital status… 12/31/2019, not 12/31/2020. . . Yes?
Now,. . . 2019 filing in 2020 as Joint or Single is Optional? That's interesting.
It's PROBABLY beneficial to file Jointly, though,. . . Yes? There will be No "estate" disagreements.
This is incorrect. A surviving spouse cannot file as single in the year of passing. They can file MFS, MFJ, or if they otherwise would have qualified while the spouse was living, as HOH. IRC 7703.Your filing options for the 2019 return would either be married filing jointly (if you and your spouse's estate agree to do that) or single, assuming you do not remarry on or before 12/21/2019.
You are correct. My apologies for the error.This is incorrect. A surviving spouse cannot file as single in the year of passing. They can file MFS, MFJ, or if they otherwise would have qualified while the spouse was living, as HOH. IRC 7703.