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No. of Recommendations: 3
Not exactly true. The year the spouse dies is still MFJ but I’m guessing Aj will jump in with more.

Well, you pretty much covered the first thing I thought of. But I will say that for subsequent years, a lot depends on the phrase "other things being equal" - because things aren't going to be equal. Both income and expenses are likely to change for the survivor. Which is why it's best for a married couple to understand and plan for the eventuality of one pre-deceasing the other. Planning can help mitigate the possibility of the 'widow tax hit' occurring, or at least ensure the survivor is equipped to handle things if it does occur.

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