topic Must you file a federal tax return? in Get your taxes done using TurboTax

Must you file a federal tax return?

Harvey049 — Sat, 08 Feb 2025 00:40:41 GMT

My adult sister is my full-year live-in dependent (I file my returns as head of household). She has ONLY Social Security retirement income. I'm quite sure that she owes no federal income tax; what I can't determine, for the life of me, from the IRS website is whether she must nevertheless file a federal income tax return. Anyone have any insights that might help me? Thanks.

Re: Must you file a federal tax return?

xmasbaby0 — Sat, 08 Feb 2025 00:42:32 GMT

If your sister's ONLY income is Social Security she is not required to file a tax return unless she has a 1095A for having marketplace health insurance.

Who has to file?

http://www.irs.gov/uac/Do-I-Need-to-File-a-Tax-Return%3F

Re: Must you file a federal tax return?

Harvey049 — Sat, 08 Feb 2025 00:47:23 GMT

Thanks much. I'm not sure what "marketplace health insurance" is. She has Medicare coverage & an AARP Medicare Advantage plan from United Health Care. I've never seen her receiving a 1095A.

Re: Must you file a federal tax return?

xmasbaby0 — Sat, 08 Feb 2025 01:13:18 GMT

No. If she had Medicare she does not have marketplace ("Obamacare", "Affordable Care Act" ) health insurance. She does not have to file a tax return.

Re: Must you file a federal tax return?

Harvey049 — Sat, 08 Feb 2025 02:02:49 GMT

OK & Thanks Very Much!