Discussion:Widowers safe harbor

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Discussion Forum Index --> Basic Tax Questions --> Widowers safe harbor


Discussion Forum Index --> Tax Questions --> Widowers safe harbor

Ztom (talk|edits) said:

21 March 2012
Have client wanting to know about widowers safe harbor. I have never heard of it, anyone out there heard of it?

Death&Taxes (talk|edits) said:

21 March 2012
Filing status? Sale of residence?

Ztom (talk|edits) said:

21 March 2012
Neither, she said it saved her friend 2k in taxes and it was available for 4 years after the death of spouse,no kids or dependents

Ckenefick (talk|edits) said:

21 March 2012
Ask for a copy of friend's tax return, or the specific statute.

Death&Taxes (talk|edits) said:

21 March 2012
Maybe I should have asked 'which country?' I googled 'Widowers safe harbor' and found matchmaking services, singles clubs and one funeral director.

Ztom (talk|edits) said:

21 March 2012
She just called me and seems to be a California deduction. Will check internet

KatieJ (talk|edits) said:

21 March 2012
I can't think of anything in California law that could be described as a "widower's safe harbor."

Ckenefick (talk|edits) said:

21 March 2012
Really, CA trying to help out a widower? Come on. They're probably sending her extra tax notices due to her weakened state.

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