topic Exempt from Filing a Return in Get your taxes done using TurboTax

Exempt from Filing a Return

fasteddie577 — Mon, 03 Jun 2019 17:23:33 GMT

I am helping a friend with his return and his income is low and doesn't have to file. His 2018 income from work was under $10,000. He had no other income. He paid $160 income tax during the year and only had health insurance coverage for 3 months because he couldn't afford full year coverage. Does he have to file due to not having health insurance coverage for the full 12 months? What are his options?

PS: He is married, but intends to file MFS. His wife's only income was from disability benefits ($6,000) for her son. She also had insurance coverage for 3 months only.

Thanks

HE should still file married jointly. His income is low...

Lisa995 — Mon, 03 Jun 2019 17:23:34 GMT

HE should still file married jointly. His income is low enough that he will get that $160 refunded and probably qualify for some Earned Income Credit if he files married jointly with is wife and the child.. And since his income is so low, there wont be any penalty for lack of health coverage.

Hi Lisa, thanks for the reply. Is his wife's disability i...

fasteddie577 — Mon, 03 Jun 2019 17:23:35 GMT

Hi Lisa, thanks for the reply. Is his wife's disability income reported on the return? Thanks

One other thing, what about the penalty for not having he...

fasteddie577 — Mon, 03 Jun 2019 17:23:36 GMT

One other thing, what about the penalty for not having health insurance?

Yes the wife's disability will go on there under Social S...

Lisa995 — Mon, 03 Jun 2019 17:23:37 GMT

Yes the wife's disability will go on there under Social Security (Im assuming its SSDI?) , but it wont be taxable.
The income is too low for any penalty for lack of health coverage to be assessed.

Thanks again. Greatly appreciated. :)

fasteddie577 — Mon, 03 Jun 2019 17:23:38 GMT

Thanks again. Greatly appreciated. 🙂

Youre welcome :)

Lisa995 — Mon, 03 Jun 2019 17:23:39 GMT

Youre welcome 🙂

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Lisa995 — Mon, 03 Jun 2019 17:23:41 GMT

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