Do we need to file a income tax form?

Question

My husband is 66 and I am 65. Our only income is Social Security. No stocks bounds etc. No other income. Also at what age can you stop filing income tax forms? We live in Texas.

Answer 1

No, if your only income is social security, you don't have to file a federal return. But this year only, if you had long distance service on your phone anytime between March 03 and July 06, you should file a form 1040EZ-T to get a refund of telephone excise tax. The form is short and easy, and it'll get you $40. You can download a copy at irs.gov or pick one up at your local library.