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Qualifying Widow(er) with Dependent Child: Filing Status

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Qualifying widow(er) with dependent child — let's just call it qualifying widow(er) — is a filing status for federal income tax returns that may be available to you if your spouse died at any time during the prior two tax years. The filing status that you choose is important because it determines, in part, whether or not you are required to file a tax return, the amount of your standard deduction, the deductions and credits that are available to you, and the amount of your correct tax for the year. The qualifying widow(er) status allows you to use joint tax rates and the highest possible standard deduction (if you don't itemize deductions), so it's generally very advantageous for those who meet the requirements.

WiseBridge Wealth Management

WiseBridge Wealth Management’s mission is to help you reach your ideal lifestyle through successful financial planning.  Through economic uncertainty, market fluctuations, and technology shifts, we’ve helped our clients build wealth in all stages of life, plan for retirement, and achieve financial independence. By getting to know our clients’ goals, dreams, and aspirations, we can help them reach their ideal financial goals and develop partnerships that last a lifetime.

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Featured Service: Retirement Planning

Our team will help you get retirement right. We’ll put together a customized blueprint for accumulating wealth, protecting your wealth during retirement, and help ensure your retirement income meets your needs.

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