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Phillips Esq.
Phillips Esq., Attorney-at-Law
Category: Social Security
Satisfied Customers: 17450
Experience:  B.A.; M.B.A.; J.D.
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My tax person told us that after 72 we did not have to file

Customer Question

My tax person told us that after 72 we did not have to file a tax return anymore, My husband has no income I have a job make about $7000 a year. Is this true?
Submitted: 7 months ago.
Category: Social Security
Expert:  Phillips Esq. replied 7 months ago.
It is not true. Whether or not you have to file tax return does not depend on your age, but rather depends on your income. If your combined income is a certain amount, you do not have to file income tax return. However, if you have any taxes withheld from your job, you should file a return in order to get a refund of the amount withheld. For married and 65 and older, you must file a return if your gross income is at least $23,100.00. Click on the link below for more information: https://www.irs.gov/publications/p17/ch01.html#en_US_2015_publink1000170392 Kindly give a positive rating to my response so that I can receive credit for responding to your post. There is no additional cost to you for doing this. Thank you for your cooperation.
Customer: replied 7 months ago.
I was told that Social Security is not considered income so our only incomer is $184.81 for interest and my income of $6380.50, Do we have to add in the Social Security checks?
Expert:  Phillips Esq. replied 7 months ago.
Social security benefits are not considered income up to a certain amount: $25,000.00 if you are single, and $32,000.00 if you are married. However, the benefits income still needs to be added to your total income to figure out whether or not you need to file your tax returns. For more information, see IRS Publications 915 and 501: https://www.irs.gov/pub/irs-pdf/p915.pdf https://www.irs.gov/pub/irs-pdf/p501.pdf Kindly give a positive rating to my response so that I can receive credit for responding to your post. There is no additional cost to you for doing this. Thank you for your cooperation.