Do I Have to File a Tax Return?

Every year there is a subset of people who ask themselves if they have to file a tax return. The best way to find out the answer to this question is by checking out the Interactive Tax Assistant on and clicking on “Do I Need to File a Tax Return?”

You will then be asked a series of questions, the answers to which will determine whether or not you are required to file a tax return this year. Some of the factors that determine your need to file include:

  • Your filing status
  • Age
  • Income amount
  • Income type

Situations do vary if you are self-employed or if you can be claimed on someone else’s tax return, so it is always a good idea to check with your tax professional to be sure.

Just because you aren’t required to file a tax return doesn’t mean that you shouldn’t. Regardless of your filing requirement in a given year, you may still qualify for a refund.

For example, you may qualify for certain credits such as the Earned Income Tax Credit. But keep in mind, even if you qualify for a refund, the only way to receive one is if you file your taxes.


About cozbycpa

Heather L. Cozby is a CPA on the South Shore and Cape Cod. The managing partner of Cozby & Company, LLC, Heather has the resources and experience necessary to provide quality professional services on a timely basis and at a reasonable cost. She specializes in tax planning & preparation; audit, review & compilation services; management advisory services; bookkeeping; and accounting. Her unique niche is in working with homeowners’ associations and condominium trusts, advising with rental real estate, and providing outsourced financial consulting for mid-sized companies. She is more entrepreneurial than most accountants, and offers the best of both worlds - providing the services of a larger firm while retaining the ability to connect with her clients on a personal level.
This entry was posted in E-file, EITC, Government, IRS, IRS Video, Personal Finance, Planning Strategies, Self-Employed, Tax Credits, Tax Tips, YouTube and tagged , , , , , , , , , , , , , , , , , . Bookmark the permalink.