Is there any help for surviving spouse getting child care credits, hubby unemployed and died on 1/21/2021 thus causing a need for child care credits.
Problem is Tax Slayer sees filing status as MFJ thus not allowing not working spouse entry to give a credit for 2 minor kids even though he was out of picture.
Any work around for this?
bw
--
On Monday, December 27, 2021 at 10:20:05 PM UTC-5, bh2...@gmail.com wrote:
Is there any help for surviving spouse getting child care credits, hubby unemployed and died on 1/21/2021 thus causing a need for child care credits.
Problem is Tax Slayer sees filing status as MFJ thus not allowing not working spouse entry to give a credit for 2 minor kids even though he was out of picture.
Any work around for this?
bw
--She needs to file as Qualifying Widow with Dependent Child.
Ira Smilovitz, EA
Leonia, NJ
--
<< ------------------------------------------------------- >>
<< The foregoing was not intended or written to be used, >>
<< nor can it used, for the purpose of avoiding penalties >>
<< that may be imposed upon the taxpayer. >>
<< >>
<< The Charter and the Guidelines for submitting posts >>
<< to this newsgroup as well as our anti-spamming policy >>
<< are at www.asktax.org. >>
<< Copyright (2011) - All rights reserved. >>
<< -----------------Bill W. <bh2os62@gmail.com>
On Tuesday, December 28, 2021 at 10:43:05 AM UTC-5, bh2...@gmail.com wrote:children) for the month. See https://www.irs.gov/newsroom/child-and-dependent-care-credit-faqs (FAQ #17).
On Monday, December 27, 2021 at 11:40:45 PM UTC-5, ira.sm...@gmail.com wrote:
On Monday, December 27, 2021 at 10:20:05 PM UTC-5, bh2...@gmail.com wrote:
Is there any help for surviving spouse getting child care credits, hubby unemployed and died on 1/21/2021 thus causing a need for child care credits.
Problem is Tax Slayer sees filing status as MFJ thus not allowing not working spouse entry to give a credit for 2 minor kids even though he was out of picture.
Any work around for this?
bw
--She needs to file as Qualifying Widow with Dependent Child.
Ira Smilovitz, EA
Leonia, NJ
--
<< -----------------Bill W. <bh2...@gmail.com>
8:28 AM (5 minutes ago)
to misc.taxes.moderated
My understanding is that Qualifying Widow....etc. can only be used in TY2022 and TY2023, thus MFJ in TY2021, am I reading this correctly?
bwIt appears you are correct. The only clear-cut "assistance" I can find is that if the husband was physically unable to care for himself during the period he was alive, the widow might be able to "claim" his income was $500 (two or more qualifying
-------------------------------------- >>
--
It's not the answer you were looking for.
Ira Smilovitz, EA
Leonia, NJ
--
On Monday, December 27, 2021 at 11:40:45 PM UTC-5, ira.sm...@gmail.com wrote:
On Monday, December 27, 2021 at 10:20:05 PM UTC-5, bh2...@gmail.com wrote:
Is there any help for surviving spouse getting child care credits, hubby unemployed and died on 1/21/2021 thus causing a need for child care credits.
Problem is Tax Slayer sees filing status as MFJ thus not allowing not working spouse entry to give a credit for 2 minor kids even though he was out of picture.
Any work around for this?
bw
--She needs to file as Qualifying Widow with Dependent Child.
Ira Smilovitz, EA
Leonia, NJ
--
<< -----------------Bill W. <bh2...@gmail.com>
8:28 AM (5 minutes ago)
to misc.taxes.moderated
My understanding is that Qualifying Widow....etc. can only be used in TY2022 and TY2023, thus MFJ in TY2021, am I reading this correctly?
bw
-------------------------------------- >>
--
Thinking about this some more, if you want to be aggressive, you could claim that the husband was physically unable to care for himself for the additional 11 months of the year. While factually true, I doubt that would pass IRS scrutiny.
Ira Smilovitz, EA'
Leonia, NJ
It appears you are correct. The only clear-cut "assistance" I can
find is that if the husband was physically unable to care for
himself during the period he was alive, the widow might be able to
"claim" his income was $500 (two or more qualifying children) for
the month. See https://www.irs.gov/newsroom/child-and-dependent-care-credit-faqs
(FAQ #17).
ira smilovitz <ira.sm...@gmail.com> wrote:
It appears you are correct. The only clear-cut "assistance" I canI saw something on the IRS website talking about allowing a filing as a qualified widow(er) for 2020. What am I missing?
find is that if the husband was physically unable to care for
himself during the period he was alive, the widow might be able to
"claim" his income was $500 (two or more qualifying children) for
the month. See https://www.irs.gov/newsroom/child-and-dependent-care-credit-faqs
(FAQ #17).
--
Stu
http://DownToEarthLawyer.com
--
ira smilovitz <ira.smilovitz@gmail.com> wrote:
It appears you are correct. The only clear-cut "assistance" I can
find is that if the husband was physically unable to care for
himself during the period he was alive, the widow might be able to
"claim" his income was $500 (two or more qualifying children) for
the month. See >>https://www.irs.gov/newsroom/child-and-dependent-care-credit-faqs
(FAQ #17).
I saw something on the IRS website talking about allowing a filing as a >qualified widow(er) for 2020. What am I missing?
If the taxpayer's spouse died during the tax year, the widow
cannot claim qualifying widower status. The spouse had to have
died during the two prior calendar years as one of the
qualifications.
"Adam H. Kerman" <a...@chinet.com> wrote:
If the taxpayer's spouse died during the tax year, the widowBut in the year the spouse died the surviving spouse can file as
cannot claim qualifying widower status. The spouse had to have
died during the two prior calendar years as one of the
qualifications.
married. Isn't that essentially the same from a dollar and cents
standpoint?
--
Stu
http://DownToEarthLawyer.com
--
"Adam H. Kerman" <ahk@chinet.com> wrote:
If the taxpayer's spouse died during the tax year, the widow
cannot claim qualifying widower status. The spouse had to have
died during the two prior calendar years as one of the
qualifications.
But in the year the spouse died the surviving spouse can file as
married. Isn't that essentially the same from a dollar and cents
standpoint?
Stuart O. Bronstein <spam...@lexregia.com> wrote:
"Adam H. Kerman" <a...@chinet.com> wrote:
If the taxpayer's spouse died during the tax year, the widow
cannot claim qualifying widower status. The spouse had to have
died during the two prior calendar years as one of the
qualifications.
But in the year the spouse died the surviving spouse can file asI agree. The purpose of qualifying widow status was to continue the
married. Isn't that essentially the same from a dollar and cents >standpoint?
benefit of married filing jointly for two additional tax years.
If there is a tax advantage to filing separately in the year of death of
one of the spouses, is it possible to do so?
--
Sysop: | Keyop |
---|---|
Location: | Huddersfield, West Yorkshire, UK |
Users: | 286 |
Nodes: | 16 (2 / 14) |
Uptime: | 87:24:44 |
Calls: | 6,496 |
Calls today: | 7 |
Files: | 12,100 |
Messages: | 5,277,153 |