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Investments glossary

Qualified Widow Or Widower


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A qualified widow or widower is a tax filing status that allows a surviving spouse to use the married filing jointly tax rates on an individual return for up to two years following the death of the spouse. This allows the surviving spouse to receive the highest standard deduction for their taxes, providing he or she does not itemize their taxes.1 2

What is the Widow and Widower Tax Penalty?
What is the Widow and Widower Tax Penalty?
Title
What is the Widow and Widower Tax Penalty?
Runtime
8:41
View count
1,781
Date posted
Jun 12, 2020
Financial Help For Widows | Spouse Pension After Death
Title
Financial Help For Widows | Spouse Pension After Death
Runtime
7:07
View count
12,107
Date posted
Aug 3, 2019
Social Security Survivor Benefits Part 2. Widow or widower and divorced spouse eligibility.
Title
Social Security Survivor Benefits Part 2. Widow or widower and divorced spouse eligibility.
Runtime
4:52
View count
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Date posted
Jul 2, 2020

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