Gail in Virginia Posted March 24, 2022 Report Share Posted March 24, 2022 I have a client, MFJ and both over 65, who has a decent amount of interest income (around $12,000), a little bit of social security (around $17,000 for both of them) and a DC pension that is non-taxable of around $45,000. He has no tax liability with this kind of income but does he have a filing requirement if this is all that he has? Does the non-taxable pension count as gross income? If so, I would say he has to file. If not, then unless he has investments that he sells which would kick his gross income up it doesn't appear that he needs to file a return. Any opinions please? Quote Link to comment Share on other sites More sharing options...
Pacun Posted March 24, 2022 Report Share Posted March 24, 2022 I would file a return and charge them only half of what I charge. It will be easier to see they have filed their taxes when dealing with the estate. 1 Quote Link to comment Share on other sites More sharing options...
Lion EA Posted March 25, 2022 Report Share Posted March 25, 2022 Start the SOL running by filing. Quote Link to comment Share on other sites More sharing options...
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