Must I File a Tax Return for 2016?

FEDERAL RULES

A single individual is required to file a 2016 Federal Income Tax Return if gross income is at least $10,350*.

A single individual Age 65 or older is required to file a 2016 Federal Income Tax Return if gross income is at least $11,900*.

Married filing jointly is required to file a 2016 Federal Income Tax Return if gross income is at least $20,700*.

A child is required to file a 2016 Federal Income Tax Return if he/she is claimed as a dependent on someone else's return and:

  • Has Unearned Income of more than $1,050 or
  • Has Earned Income of more than $6,300.

*You must file a 2016 Federal Income Tax Return if you have more than $400 of Self-Employment Income.

Everyone receiving Form 1095-A [Health Insurance Marketplace Statement] or the Advanced Payments of the Premium Tax Credit thru the Health Insurance Marketplace must file a 2016 Federal Income Tax Return. Also if you have federal tax withheld or are eligible for a refund, you must file a return to claim your refund.

PENNSYLVANIA RULES

Every Pennsylvania resident, part-year resident or nonresident individual with more than $33 of PA income is required to file a PA Income Tax Return.