The ‘Widow’s Penalty’: The Tax Ambush That Hits the Year After Your Spouse Dies — and 5 Ways to Beat It

Imagine losing your husband of 45 years in March. Then, the next spring, you open a tax bill that’s bigger than any you paid while he was alive — on less income than the two of you had together. Cruel? Absolutely. Rare? Not even close. I’ve been a CPA since 1981, and I’ve watched this ambush hit widow after widow. It even has a name: the widow’s penalty. Almost nobody warns you about it…

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