How Much Do I Need to Earn to File a Tax Return?
- Single / Under 65 / $9,500
- Single / 65 or Older / $10,950
- Head of Household / Under 65 / $12,200 …
- Head of Household / 65 or Over / $13,650
- Married Filing Jointly / Both Under 65 / $19,000
- Married Filing Jointly / One Over 65 / $20,150
- Married Filing Jointly / Both Over 65 / $21,300
- Married Filing Separately / Any Age / $3,700
- Widow(er) with Dependent Children / Under 65 / $15,300
- Widow(er) with Dependent Children / Over 65 / $16,450
Other Circumstances that Require You to File a Tax Return
Regardless of one’s income, you are generally required to file an income tax return if any of the following applies:
- You owe household employment taxes
- You owe additional taxes on a retirement plan or health savings account
- You owe Social Security and Medicare taxes on unreported tip income
- You had net self-employment earnings of $400 or more
- You earned $108.28 or more from a tax-exempt church or church-controlled organization
- You received distributions from an MSA or Health Savings Account
It May Be in Your Best Interest to File Anyway
Following is a list of circumstance that may make you eligible for a tax refund, so it may be in your best interest to file.
- If you had taxes withheld from your pay, you must file a tax return to receive a tax refund.
- If you are claiming education credits, you must file to be refunded the American Opportunity Credit.
- If you have a qualifying child but owe no tax, you can file to be refunded the Additional Child Tax Credit.
- If you qualify, you must file a return to claim the First-Time Home-buyer Credit.
- If you qualify, you must file to claim the refundable Health Coverage Tax Credit.
- If you adopted a qualifying child, you must file to claim the refundable Adoption Tax Credit.
- If you qualify, you must file to claim the Credit for Prior Year Minimum Tax.
- If you overpaid estimated tax or applied a prior year over-payment to this year, you must file to receive the refund.
- If you qualify for the federal fuel tax credit, you must file to receive it.
- If you qualify, having earned under certain limits, you may be eligible for the Earned Income Tax Credit