The Widow's Penalty: Avoiding the 2026 Tax Cliff After a Spouse Dies
Автор: The Finance Observer
Загружено: 2026-01-16
Просмотров: 1
Описание:
The death of a spouse splits your financial life in two. But the IRS operates on a rigid calendar. If you don't know the rules for the "Year of Death" and the "2-Year Bridge," you could face a massive tax hike known as the Widow's Penalty.
As The Finance Observer, I’ve mapped out the specific tax filing statuses available to widows and widowers for the next 3 years. In this video, we audit the Qualifying Surviving Spouse (QSS) status, the new standard deduction drops for singles, and the "Tax Torpedo" that hits survivor benefits.
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FORENSIC BREAKDOWN:
0:00 The Transition: Navigating the financial split
1:15 Year 1 Strategy: Why you MUST file "Jointly" one last time
2:30 The 2-Year Bridge: Qualifying Surviving Spouse (QSS) rules
3:45 The "Widow's Penalty" Cliff: When your deduction gets cut in half
4:37 Head of Household: The hidden alternative for caretakers
5:00 Survivor Benefits & The "Blackout Period"
5:35 The "Tax Torpedo": Why $34k is the danger zone for widows
6:15 The 3-Year Action Plan
DISCLAIMER: This content is for educational purposes only. Always consult a qualified tax professional during estate settlement.
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