JulieH1
New Member

Retirement tax questions

Yes.

I assume you mean $2485.00 per month which would be $29,820 a year.  The least you can make without filing a return for 2 people over 65 filing jointly is $23,300.  If I assumed incorrectly on your income, you can see the chart to determine if you need to file.

State requirements vary also.  Check your State's Department of Revenue for minimum amounts.

Here is a chart of the minimum income to file taxes, the answer depends on your gross income for the particular year in which you are filing. For 2017, if your gross income was at least:

  • Single filing status:
    • $10,400 if under age 65
    • $11,950 if age 65 or older
  • Married filing jointly:
    • $20,800 if both spouses under age 65
    • $22,050 if one spouse under age 65 and one age 65 or older
    • $23,300 if both spouses age 65 or older
  • Married filing separately — $4,050 for all ages, but only $5 if your spouse is itemizing his or her deductions
  • Head of household:
    • $13,400 if under age 65
    • $14,950 if age 65 or older
  • Qualifying widow(er) with dependent child:
    • $16,750 if under age 65
    • $18,000 if age 65 or older

    If you’re self-employed, paid on a 1099-MISC form, or bought health insurance from a state or federal marketplace, you might also be required to file.


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