Question

Mort and Mindy met at a New Year's Eve party held December 31, Year 1. They instantly bonded, fell madly in love, and were married at 11:38 p.m. that night. Sadly, Mort passed away November 15, Year 2. What filing status should Mindy use for Year 2? A. Single. B. Married filing jointly. C. Head of household. D. Surviving spouse.

Answer 1

Mindy should use the filing status 'Surviving spouse' for Year 2. The correct option is d.

Step-by-step explanation:

The filing status that Mindy should use for Year 2 is Surviving spouse. According to the Internal Revenue Service (IRS) rules, if a spouse passes away during the tax year, the surviving spouse can still file a joint tax return for that year. Mindy and Mort were married on December 31, Year 1, and Mort passed away on November 15, Year 2. Since they were married on the last day of Year 1 and Mindy did not remarry before the end of Year 2, she is considered a surviving spouse and can file as such for Year 2.

The correct option is d.