Internal Revenue Service United States Department of the Treasury
Level Basic Advanced Military International

Filing Status Workout

Filing Status Requirements

Case Study 4: Qualifying Widow(er)

Fred has always filed a joint return with his spouse. His spouse passed away in August 2018. 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?

Tax Year Filing Status

2018

?

2019

?

2020

?

2021

?

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Fred and his two children.
Publication 4012, Filing Status Interview tips

Publication 4012, Filing Status Interview tips