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Claiming Social Security Widow(er)’s Benefits

 “Claiming Social Security Widow(er) Benefits: It’s Complicated” by Joe Elsasser |October 07, 2020 describes why widow(er)s should consult an expert (in addition to a Social Security representative) to ensure they get the full benefits they deserve. Saying “it’s complicated” is an understatement! “the widow(er) benefit is calculated based on both when the deceased claimed Social…

Widow(er)s get help for the IRS

Widow(er)s are eligible to file a joint income tax return with your deceased spouse for the year the death occurred (assuming you have not remarried). Also, for the next two years, you may be eligible for special benefits as a “qualifying widower” See IRS Publication 501 for details. https://www.irs.gov/forms-pubs/about-publication-501 About Publication 501 | Internal Revenue…