JohnB5677
Employee Tax Expert

State tax filing

You have to qualify based on multiple conditions.

These are the most common criteria.

 

  • You do qualify for this condition: You must be at least age 25 but under age 65 (at least one spouse must meet the age rule).
  • Do you have earned income.
  • In addition, both your earned income and Adjusted Gross Income (AGI) may not exceed:
    • $17,640 if you're not claiming a qualifying child ($24,210 if filing jointly).
    • $46,560 if you're claiming one qualifying child ($53,120 if filing jointly).

In addition if you're not claiming a qualifying child:

 

  • You (and your jointly filing spouse) can't be claimed as a qualifying child or dependent on anyone else's return.
  • Have been a US citizen or resident alien for the entire tax year.
  • Have a valid Social Security number (not an ITIN) for yourself, your spouse (if filing jointly), and any qualifying children on your return.
  • Not have investment income exceeding $11,000.
  • Not be filing a Form 2555 or 2555-EZ.
  • File a return with the Single, Married Filing Jointly, Head of Household, or Qualifying Surviving Spouse filing status, even if you're not required to file a return
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