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you only have to file if your gross income was over $25,100 (neither of you over 65)
or if any of the seven conditions below apply for 2021.
You must file a return if any of the seven conditions below apply for 2021.
You must file a return if any of the seven conditions below apply for 2021.
1 You owe any special taxes, including any of the following.
a. Alternative minimum tax.
b. Additional tax on a qualified plan, including an individual retirement arrangement (IRA), or other tax-favored account.
But if you are filing a return only because you owe this tax, you can file Form 5329 by itself.
c. Household employment taxes. But if you are filing a return only because you owe this tax, you can file Schedule H by itself.
d. Social security and Medicare tax on tips you didn't report to your employer or on wages you received from an employer who didn't withhold these taxes.
e. Write-in taxes, including uncollected social security and Medicare or RRTA tax on tips you reported to your employer or on group-term life insurance and additional taxes on health savings accounts. See the instructions for Schedule 2, line 8.
f. Recapture taxes. See the instructions for line 16 and Schedule 2, lines 10 through 18.
2 You (or your spouse if filing jointly) received health savings account, Archer MSA, or Medicare Advantage MSA distributions.
3 You had net earnings from self-employment of at least $400.
4 You had wages of $108.28 or more from a church or qualified church-controlled organization that is exempt from employer social security and Medicare taxes.
5 Advance payments of the premium tax credit were made for you, your spouse, or a dependent who enrolled in coverage payments. through the Marketplace. You or whoever enrolled you should have received Form(s) 1095-A showing the amount of the advance payments
6 Advance payments of the health coverage tax credit were made for you, your spouse, or a dependent. You or whoever enrolled you should have received Form(s) 1099-H showing the amount of the advance payments.
7 You are required to include amounts in income under section 965 or you have a net tax liability under section 965 that you are paying in installments under section 965(h) or deferred by making an election under section 965(i).
EVERY W-2 (no matter the amount) MUST be included on the tax return if you are required to file one. Failure to do so will result in an Audit letter in a year or two.
ALL of your combined income MUST be included on your joint tax return
Every 2021 W-2 that you received must be reported on your 2021 tax return, even if they are for small amounts. Remember that each one of those W-2’s has your Social Security number on it, and that income was reported to the IRS by the employer. You do not want to get in trouble with the IRS for under-reporting your income.
ALL of your W-2’s must be entered on the SAME tax return.
Go to Federal>Wages & Income to enter a W-2.
After you enter the first one, you click Add Another W-2.
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