Qualifying Widow/Widower

A qualifying widow or widower is a person who meets certain requirements to claim certain tax benefits. These benefits include the earned income tax credit, the child tax credit, and the American opportunity tax credit.

To qualify as a qualifying widow or widower, you must meet the following requirements:

• You must be unmarried.
• You must have been married to and living with your spouse for at least one year before your spouse's death.
• Your spouse must have died in 2022 or 2023.
• You must have a dependent child who is younger than 19 years old or who is a full-time student.
• You must have earned income of at least $2500 in 2022.

If you meet all of these requirements, you can claim the qualifying widow or widower status on your tax return. This will allow you to claim the earned income tax credit, the child tax credit, and the American opportunity tax credit.

The earned income tax credit is a refundable tax credit that can help you lower your taxes or even get a refund. The amount of the credit you can claim depends on your income and the number of dependent children you have.

The child tax credit is a refundable tax credit that can help you lower your taxes or even get a refund. The amount of the credit you can claim depends on your income and the number of children you have.

The American opportunity tax credit is a refundable tax credit that can help you pay for college or other post-secondary education expenses. The amount of the credit you can claim depends on your income and the amount of qualified education expenses you paid.

If you are a qualifying widow or widower, you may be eligible to claim these tax benefits. Be sure to speak to your tax advisor to learn more about your eligibility and how to claim these credits.