Does 84 yr old Widow have to file taxes?

Question

Annual income below 12,000.

The income is almost totally Social Security-Maybe a couple of hundred from interest etc.

Answer 1

It depends on what the income is.

If it is social security she does not have to report it.

UPDATE...

Since most of it is social security you do not have to file a tax return but I would have her file to get the phone excise tax credit ($30).

Whether she has to file a state return depends on where she lives.

Answer 2

If you only have a couple hundred dollars income in addition to your social security, then no, you don't have to file federal income tax. It's not because of your age, or being widowed, it's because of your income.

This year though, if you aren't filing, be sure to track down a form 1040EZ-T at your local public library or download a copy at irs.gov if you had a phone with long distance service any time between March 2003 and July 2006 - there is a one-time rebate of telephone excise tax from that period. Fill out the form - it's only about half a page , asking for things like your name, address and social security number - send it in to get a $30 check from the IRS.

As far as state income taxes, in most states you wouldn't have to file, but it depends on where you live. In PA for example, with a couple hundred dollars interest income you'd be required to file, although you wouldn't owe any taxes. Someone at your local senior center or state representative's office should be able to tell you the rules on this.

Answer 3

If the Gross income for Single taxpayers over 65 is above $9700, they need to file a return. She won't qualify to file as a Widow unless she has a dependent at home, and she's been widowed for less than 2 years.

If she is a dependent on someone else's tax return, her own return must specify that she is being claimed as a dependent on someone else's return and therefore her personal exemption amount will not be counted on her own tax return. Often, this makes less of a difference in the dependent's situation than it does on the return of the one claiming the person.

Some of her income may be taxable, depending on the amount and nature of the income. If it's totally from Soc Sec, then she should only need to file for information purposes. If there is interest or a pension check involved, that may well be taxable to her, as well as a portion of the Social Security check.

If she's had a telephone in her name and has had long distance service on that line, she'll be eligible to ask for the telephone excise tax refund for 2006, too. If she's filing as Single, that will be an extra $30 for her.

With the IRS, age gets a person some tax breaks, but it doesn't get us out of filing the forms and paying taxes.

Answer 4

i do no longer understand the spectacular type, even with the undeniable fact that it is totally achieveable she could get taxed. that's going to be close. there is definitely no longer age decrease. while you're making money, you get taxed. The decrease is a lot under typical by way of fact i think you are going to declare her as a based, as you're probable to be in a extra appropriate tax bracket than her, so it is the main suitable concern to do. verify the 1040 training and it is going to be particularly sparkling. It additionally relies upon on how that money became made. If it became in the form of dividends/interest earnings, then you certainly definately could record.

Answer 5

She would be treated as single over 65. The return must be filed if she has income over $9,700. Note that this income does not include social security benefits.

Answer 6

Yes as long as her income is 9700 or more a year I think.

Answer 7

IT DEPENDS ON HER INCOME. IF SHE HAS IN ADJUSTED GROSS INCOME IN EXCESS OF 9,700, THEN YES.