Do I need to file a tax return?

[mylah2013-1]

My wife died in 2023 and I had only 1200/month income other than SS. Do I need to file?

[DoninGA]

If this is your only income in 2023 there is no need to file a 2023 tax return.

Unless you also received a Form 1095-A for your health insurance through one of the State Marketplace Exchanges or from healthcare.gov then you must file a tax return.

[TomD8]

Remember that you can still file a joint return with your late wife for 2023, so if you choose to do that you need to factor in any income she might have had before her passing.

[rjs]

You will still file as married filing jointly for 2023. Did your wife have any income in 2023 before she died?

You also must file a tax return if you took money out of a Health Savings Account (HSA) or Medical Savings Account (MSA).

You can use the calculator at the following link on the IRS web site to see if you have to file a tax return.

Do I Need to File a Tax Return?

[fanfare]

why do you not want to file?

You should file a final tax return for your deceased spouse.

That could be a joint tax return.

See IRS Free File to find software that will not charge you if your AGI is within the limits.

@mylah2013-1