DMarkM1
Employee Tax Expert

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E-filed tax returns are checked against the social security administration database.  Your stepfather and/or his representative needs to contact the local social security office to check/update his records.  In the meantime printing and mailing the return is an option since the records may not be updated with the IRS in a short amount of time. 

 

An additional note:  There may not be a filing requirement unless his taxable income exceeds the standard deduction threshold (12,550 plus an additional $1700 if he is age 65 or older).  

 

Check line 9 of his form 1040 to see if it is above 12,550 or 14250 if applicable.  If it is not then likely there is no filing requirement.

 

The other reasons to file are:  If he had taxes withheld by someone and wants to get that amount refunded or has one of the situations listed on table three in Publication 501.

 

Bottom line:  He will want to check his social security records either way but he may not need to file a tax return.  

 

 

 

 

 

 

 

    

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