The program does not seem to be following the minimum filing level for taxpayers 65 and older of $27,300 for a joint return, one spouse over 65 and is instead calculating tax due. Excluding social security income, which is not supposed to be included, our income is below that level. It seems that it may be related to an early withdrawal penalty being included as income.
TABLE 2
MINIMUM FILING LEVELS FOR TAXPAYERS 65 OR OVER
Single, age 65 or over. . . . . . . . . . . . . . . . . . . . . . . $ .14,700
Joint Return, one spouse, age 65 or over. . . . . . . . . . $ .27,300
Joint Return, both spouses, age 65 or over . . . . . . . . $ .28,700
Married filing separately, age 65 or over . . . . . . . . . . $ 12,950
Head of Household, age 65 or over. . . . . . . . . . . . . . $ 21,150
Qualifying widow(er), age 65 or over. . . . . . . . . . . . . $ .27,300
