Great question. The filing requirement for the Federal government is based on your standard deduction.
For single taxpayers and those married filing separately, the standard deduction rises to $13,850 for 2023 (up $900 from the $12,950 in tax year 2022). The 2023 standard deduction for couples married filing jointly is $27,700 (up $1,800 from $25,900 in tax year 2022). For those filing head of household the standard deduction will be $20,800 for tax year 2023 (up $1,400 from $19,400 amount for tax year 2022). There is more information here: https://proconnect.intuit.com/taxprocenter/tax-law-and-news/irs-announces-tax-year-2023-changes-to-t...).
As for California, I would recommend seeing if you need to file by going to Turbo tax and start your return and see if you owe or have a refund coming. If both Federal and California are zero then just sign out and try again next year.
Generally, you must file an income tax return if you’re a resident, part-year resident, or nonresident and:
- Are required to file a federal return
- Receive income from a source in California
- Have income above a certain amount
Military
Visit our Military page for more information.
Should you file?
If you do not owe taxes or have to file, you may be able to get a refund.
Katherine S 63
