USA Return
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Anyone who earns income above the IRS threshold based on filing status, age, and income type. Even if not required, you might want to file to claim a refund or tax credits.
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Who Needs to File a Tax Return?
Most U.S. citizens and residents are required to file a tax return if their income exceeds certain thresholds, which vary by:
- Filing status (single, married, head of household, etc.)
- Age
- Type of income (earned vs unearned)
- Self-employment income over $400
- Dependents with unearned income (like investment earnings)
Even if not required, it can be beneficial to file if:
- You had income taxes withheld and want a refund
- You qualify for refundable credits (like the Earned Income Tax Credit or Child Tax Credit)
- You’re eligible for health insurance premium credits
Eligibility for Filing a U.S. Tax Return
Filing Status | Age | Minimum Income to File |
Single | Under 65 | $13,850 |
65 or older | $15,700 | |
Married Filing Jointly | Both under 65 | $27,700 |
One spouse 65+ | $29,200 | |
Both 65+ | $30,700 | |
Head of Household | Under 65 | $20,800 |
65 or older | $22,650 | |
Married Filing Separately | Any age | $5 |
Qualifying Widow(er) | Under 65 | $27,700 |
65 or older | $29,200 |