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Angie, Tax Preparer
Category: Tax
Satisfied Customers: 225
Experience:  Bookkeeping, Profit and Loss, Balance SheetsAll types of US Taxes, Tennessee taxes, Personal, business, payroll, sales tax etc.
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California tax filing help. Does my elderly mother have

Customer Question

California tax filing help.
Does my elderly mother have to file taxes? her SSI =$19,163.00 her 1099-R = $5,000.
her 1099 INT = $850.00.
Also father passed in Feb 2015. Revd a SSA-1099 = $3,472. and a 1099-R = 1,657.
Also- do I have to file I have no income. just what I have in bank from last year. I am my moms fulltime caregiver.
I need to send in forms tonight.
Submitted: 6 months ago.
Category: Tax
Expert:  Angie replied 6 months ago.
Yes, you do need to file a tax return. You will file Married filing jointly and enter the date of your fathers passing. She will sign the return as "surviving spouse"
Expert:  Angie replied 6 months ago.
As far as you are concerned...if you had no income, then you do not have to file at all
Customer: replied 6 months ago.
i was told last year she may not have to file. why do you say she does?
Customer: replied 6 months ago.
are you familiar with California tax? your from tenn.
Expert:  Angie replied 6 months ago.
I am familiar with taxes from every state. I work near an army base and do taxes for every state in the US. Because your father passed in 2015 , it is advisable to file the state return to show his passing. While her income is less than the standard deduction for Ca, a return isn't required.....but I always advise my clients to file a final return showing date of death. She will have no tax liability, so there is no filing requirement, however the state may send a letter in a few months stating they never received the return. To avoid hassle later, I recommend that she file a return (and if anything was withheld from the 1099-R's from the state, she will get that back with the return.
Expert:  Angie replied 5 months ago.
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