What factors determine whether we have to file a return for a decedent. age 85. no taxes withheld. no refund due

kkeess — Thu, 06 Jun 2019 09:41:48 GMT

widow. soc sec and pension only income.

The filing requirement is based on income. The pension am...

Coleen3 — Thu, 06 Jun 2019 09:41:50 GMT

The filing requirement is based on income. The pension amount is probably taxable and if other income is high enough, part of the social security as well.

A quick way to find out if any of your benefits may be taxable is to add one-half of your Social Security benefits to all your other income, including any tax-exempt interest. Next, compare this total to the base amounts below. If your total is more than the base amount for your filing status, then some of your benefits may be taxable. The three base amounts are:

$25,000 - for single, head of household, qualifying widow or widower with a dependent child or married individuals filing separately who did not live with their spouse at any time during the year

$32,000 - for married couples filing jointly

$0 - for married persons filing separately who lived together at any time during the year

The Gross income requirements for each filing status (If your income is below these, you don't need to file.)

Single: $10,300 if under age 65. $11,900 if 65 and older.
Married filing jointly: $20,700 if both under 65. ...
Married filing separately -- $4,050 at any age.
Qualifying widow(er) with a dependent child: $16,650 if under 65. ...
Head of household: $13,350 if under 65.

The IRS increases the standard deduction amount for taxpayers who are 65 or older by the end of the tax year. As a consequence, the income threshold you use to evaluate whether you should file a tax return increases by $1,000. If your 65th birthday falls on January 1, you can take the larger standard deduction for the prior tax year since the IRS treats you as being 65 on December 31.

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What factors determine whether we have to file a return for a decedent. age 85. no taxes withheld. no refund due

The filing requirement is based on income. The pension am...