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In January 2022, Jeanne's husband, Andy, died. In October of 2022, Jeanne married Toby. Jeanne has no dependents. Toby

will use the married filing separately status on his 2022 return. Which of the following is a permissible filing status for
Jeanne's 2022 return?
a. Single.
b. Married filing separately.
c. Married filing jointly (with Andy).
d. Qualifying surviving spouse.

User WestFarmer
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1 Answer

3 votes

Final answer:

The permissible filing statuses for Jeanne for the year 2022 are 'married filing jointly' with her deceased husband Andy and 'married filing separately'. She cannot file as 'single' or 'qualifying surviving spouse' because she remarried within the same year. Therefore correct option is C

Step-by-step explanation:

The permissible filing status for Jeanne's 2022 tax return could be 'married filing jointly' with her deceased husband Andy for the year of his death. According to IRS rules, if a taxpayer's spouse dies during the tax year and the taxpayer does not remarry within the same year, they can still file a joint return with the deceased spouse for that year.

Since Jeanne married Toby in October of the same year, she cannot file as 'single' or 'qualified surviving spouse' for 2022. As for 'married filing separately', she could choose this status if she wants to be responsible only for her own tax or if it results in less tax than filing jointly. However, the fact that Toby is filing separately doesn't require Jeanne to do the same. Therefore, options 'married filing separately' and 'married filing jointly' with Andy are both permissible for Jeanne in 2022.

User Michael Gradek
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