QuestionAugust 16, 2025

Shelly's husband, Keith, died on February 25, 2019 leaving Shelly with a three-year old son. If she does not remarry, what would her filing status be in 2024 if she still has her son living with her? Single Married - Filing Joint Married - Filing Separate Head of Household

Shelly's husband, Keith, died on February 25, 2019 leaving Shelly with a three-year old son. If she does not remarry, what would her filing status be in 2024 if she still has her son living with her? Single Married - Filing Joint Married - Filing Separate Head of Household
Shelly's husband, Keith, died on February 25, 2019 leaving Shelly with a three-year old son. If she does not
remarry, what would her filing status be in 2024 if she still has her son living with her?
Single
Married - Filing Joint
Married - Filing Separate
Head of Household

Solution
4.5(201 votes)

Answer

Head of Household Explanation 1. Determine eligibility for Qualifying Widow(er) status Shelly can file as a Qualifying Widow(er) for two years following the year of her spouse's death if she has a dependent child. Keith died in 2019, so she could use this status for tax years 2020 and 2021. 2. Assess filing status options for 2024 Since 2024 is beyond the two-year period for Qualifying Widow(er), Shelly must choose another status. She has a dependent child living with her, making her eligible for Head of Household status.

Explanation

1. Determine eligibility for Qualifying Widow(er) status<br /> Shelly can file as a Qualifying Widow(er) for two years following the year of her spouse's death if she has a dependent child. Keith died in 2019, so she could use this status for tax years 2020 and 2021.<br /><br />2. Assess filing status options for 2024<br /> Since 2024 is beyond the two-year period for Qualifying Widow(er), Shelly must choose another status. She has a dependent child living with her, making her eligible for Head of Household status.
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