nolanm
Level 4

Hi all

Filing as qualified widow for woman who's husband passed in 2020. Wife received a 1095C for debt forgiven in his name only.

He had no assets so there will not be an estate filing return for husband.

I can enter the 1095C on the qualified widows return - no tax effect as taxable income < $25k standard deduction. BUT I cannot check spouse or joint box on the 1095 C entry due to qualified widow status. Can only check taxpayer (wife) box - but 1095C was for debt in deceased spouse name only.

My thinking is just leave 1095C out completely. My concern is that IRS writes to her in due course re the 1095C = more work for me later explaining situation to IRS.

Any advice much appreciated,

Thanks Nolan

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