Question

Must you file a federal tax return?

Forum|Forum|1 year ago
February 8, 2025
1 reply
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My adult sister is my full-year live-in dependent (I file my returns as head of household). She has ONLY Social Security retirement income. I'm quite sure that she owes no federal income tax; what I can't determine, for the life of me, from the IRS website is whether she must nevertheless file a federal income tax return. Anyone have any insights that might help me? Thanks.

X

xmasbaby0

Employee

If your sister's ONLY income is Social Security she is not required to file a tax return unless she has a 1095A for having marketplace health insurance.

Who has to file?

http://www.irs.gov/uac/Do-I-Need-to-File-a-Tax-Return%3F

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

H

Harvey049Author

Thanks much. I'm not sure what "marketplace health insurance" is. She has Medicare coverage & an AARP Medicare Advantage plan from United Health Care. I've never seen her receiving a 1095A.

X

xmasbaby0

Employee

No. If she had Medicare she does not have marketplace ("Obamacare", "Affordable Care Act" ) health insurance. She does not have to file a tax return.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**