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Both over 65 total income without Social Security >$20000 No taxes withheld. Do not need to file?

No taxes withheld
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JamesG1
Expert Alumni

Both over 65 total income without Social Security >$20000 No taxes withheld. Do not need to file?

The filing requirement for Married filing jointly and both spouses under age 65 is $24,400.

 

Your state filing requirement will be different.

 

You may need to file if you have Federal or state taxes withheld and want the taxes withheld refunded to you.

 

See Do I have to file a return? on pages 5 and 6 of this IRS publication.

 

 

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