Do I need to file a tax return?

Filing requirements are based on filing status, age, gross income, sources of income, and dependent status. Take a look at the tables below or visit a VITA site to determine whether or not you're required to file a tax return. Remember, even if you're not required to file a return, there may be reasons you choose to file. For example, you may be entitled to a refund of your withholding or eligible to receive the Earned Income Tax Credit.

Receipt of Advanced Premium Tax Credits through the Health Insurance Marketplace creates a filing requirement, regardless of whether taxpayers would need to file otherwise.

 

Most People Who Must File:

Filing Status Age Income (minimum) Self-Employment Income (minimum)
Single Under 65 $10,300 $400
 " " 65+ $11,850

$400

Head of Household Under 65 $13,250 $400
 " " 65+ $14,800 $400
Married Filing Jointly Under 65 (both spouses) $20,600 $400
" "  65+ (one spouse) $21,850 $400
" " 65+ (both spouses) $23,100 $400
Married Filing Separately Any age $4,000 $400
Qualifying Widow(er) with Dependent Child(ren) Under 65 $16,600 $400
" "  65+ $17,850 $400

 

Children and Other Dependents:

Dependent Type Age Unearned Income (minimum) Earned Income (minimum) Gross Income (larger of)
Single Under 65 (and not blind) $1,050 $6,300 $1,050 or up to $5,950 earned income + $350
" " Either 65+ or blind $2,600 $7,850 $2,600 or up to $5,950 earned income + $1,900
" "  Both 65+ and blind $4,150 $9,400 $4,150 or up to $5,950 earned income + $3,450
Married Under 65 (and not blind) $1,050 $6,300 $5 if spouse filed separate return with itemized deductions or $1,050 or up to $5,950 earned income + $350
 " " Either 65+ or blind $2,300 $7,550 $5 if spouse filed separate return with itemized deductions or $2,300 or up to $5,950 earned income + $1,600
 " " Both 65+ and blind $3,550 $8,800 $5 if spouse filed separate return with itemized deductions or $3,550 or up to $5,950 earned income + $2,850