The requirement for a person over 65 and single to file a tax return is $10,050. If he has $10,000 in gross income plus another $3,600 in Social Security income (benefits) does he have to file a tax return? Please confirm - the $3,600 Social Security income is not taxable when calculated using the worksheet with $25,000 as the base for single over 65 years?
Thank you.
No filing requirement for the scenario indicated above. However, he should file a "Stimulus-Only" tax return to be eligible for his $300 stimulus check. He also should file for a refund if any income tax was withheld.
Condor
Social Security benefits are never part of gross income considered regarding whether a return must be filed. There's no need to do the line 20 worksheet. See the 1040 instructions.
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