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New Member
posted Jun 4, 2019 3:06:08 PM

Do I have to file a federal return?

I am 68 years old and my wife is 69 years old and we only made $16,256 last year other than social security.

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1 Best answer
Expert Alumni
Jun 4, 2019 3:06:13 PM

No.  The IRS filing requirement if you are both 65 or older and filing jointly, then you must file if your gross income was at least $23,200.

For more information - IRS 2016 Filing Requirements: https://www.irs.gov/publications/p554/ch01.html



3 Replies
New Member
Jun 4, 2019 3:06:09 PM

We live in Ohio, do we have to file a state return?

Expert Alumni
Jun 4, 2019 3:06:10 PM

You do not have to file an Ohio income tax return if...
- you are married, filing jointly and you are not claimed as a dependent on another return and your federal adjusted gross income is less than or equal to $14,500 and you have no Ohio Schedule A adjustments.
- your exemption amount (Ohio IT 1040, line 4) is the same as or more than your Ohio adjusted gross income (line 3).
- your only source of income is retirement income that is eligible for the retirement income credit (Ohio Schedule of credits, line 2) and the credit is the same or larger than your tax before credits (Ohio IT 1040, line 8c)

<a rel="nofollow" target="_blank" href="http://www.tax.ohio.gov/portals/0/forms/ohio_individual/individual/2016/PIT_IT1040_Booklet.pdf">http://www.tax.ohio.gov/portals/0/forms/ohio_individual/individual/2016/PIT_IT1040_Booklet.pdf</a>

Expert Alumni
Jun 4, 2019 3:06:13 PM

No.  The IRS filing requirement if you are both 65 or older and filing jointly, then you must file if your gross income was at least $23,200.

For more information - IRS 2016 Filing Requirements: https://www.irs.gov/publications/p554/ch01.html