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Video: Who Needs to File an Income Tax Return?

Written by a TurboTax Expert • Reviewed by a TurboTax CPAUpdated for Tax Year 2017 • August 27, 2024 9:45 AM
OVERVIEW

Even if you earned income this year, you may not be obligated to file a tax return. Watch this video to help determine your filing status and learn about tax-exempt income.

TABLE OF CONTENTS

Beginning in 2018, exemptions are no longer used to reduce taxable income and therefore are not used to determine whether you have a tax filing requirement.

 

Video transcript:

Hello, I’m Jill from TurboTax, with important information that will help you determine if you need to file an income tax return.

Believe it or not, the Internal Revenue Service doesn’t automatically require you to file a tax return each year just because you earn income. Instead, most taxpayers who aren’t the dependent of another taxpayer can determine their income tax filing obligations using their gross income and filing status.

First, determine your filing status and identify the Standard Deduction for that status. Then add the personal exemptions you are eligible for and compare the sum to your gross income—which is all income you earn during the year that isn’t tax-exempt. If your gross income is equal to or greater than the sum, you will need to file a tax return.

Figuring out which filing status to use isn’t difficult, but you will need to familiarize yourself with a number of IRS rules to do it.

If you are legally married by the last day of the tax year and your spouse consents to filing a joint return, you can choose the Married Filing Jointly status. Otherwise, you generally must use the Standard Deduction for the Married Filing Separately status.

And if you are a recent widow or widower, it’s possible you may qualify to file as a qualifying widow or widower.

Unmarried taxpayers, on the other hand, can always file as Single, but you may want to consider whether you’re eligible to file as Head of Household since it allows you to take a larger Standard Deduction.

There are, however, a number of exceptions to these filing thresholds, such as with self-employed taxpayers. If you are self-employed, your obligation to file a tax return doesn’t relate to the Standard Deduction and personal exemption at all. Instead, you must file a return whenever your net earnings from self-employment exceed the threshold amounts set out by the IRS each year.

With TurboTax Live Full Service, a local expert matched to your unique situation will do your taxes for you start to finish. Or, get unlimited help and advice from tax experts while you do your taxes with TurboTax Live Assisted.

And if you want to file your own taxes, you can still feel confident you'll do them right with TurboTax as we guide you step by step. No matter which way you file, we guarantee 100% accuracy and your maximum refund.

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The above article is intended to provide generalized financial information designed to educate a broad segment of the public; it does not give personalized tax, investment, legal, or other business and professional advice. Before taking any action, you should always seek the assistance of a professional who knows your particular situation for advice on taxes, your investments, the law, or any other business and professional matters that affect you and/or your business.

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TurboTax Online: Important Details about Filing Simple Form 1040 Returns

If you have a simple Form 1040 return only (no forms or schedules except as needed to claim the Earned Income Tax Credit, Child Tax Credit or student loan interest), you can file for free yourself with TurboTax Free Edition, or you can file with TurboTax Live Assisted Basic at the listed price. Roughly 37% of taxpayers are eligible.

Examples of situations included in a simple Form 1040 return (assuming no added tax complexity):

  • W-2 income
  • Interest, dividends or original issue discounts (1099-INT/1099-DIV/1099-OID) that don’t require filing a Schedule B
  • IRS standard deduction
  • Earned Income Tax Credit (EITC)
  • Child Tax Credit (CTC)
  • Student loan interest deduction
  • Taxable qualified retirement plan distributions

Examples of situations not included in a simple Form 1040 return:

  • Itemized deductions claimed on Schedule A, like charitable contributions, medical expenses, mortgage interest and state and local tax deductions
  • Unemployment income reported on a 1099-G
  • Business or 1099-NEC income (often reported by those who are self-employed, gig workers or freelancers)
  • Stock sales (including crypto investments)
  • Income from rental property or property sales
  • Credits, deductions and income reported on other forms or schedules 

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  • Average Refund Amount: Sum of $3140 is the average refund American taxpayers received based upon IRS data date ending 2/17/23 and may not reflect actual refund amount received.

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