21Rte
Returning Member

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Thank you for the response and the links to additional information.  Based on what I read under the TT Link for Seniors Filing, it appears she does not need to file.  I came to this conclusion based on her TOTAL income being $21k, but $15.5K of that is her SS income.  Since you do not include SS income in the AGI calculation, her actual AGI is only $5.5K, which is well below the $14,050 AGI limit for determining when a Senior, over 65, would need to file or not.  Does this sound correct?