Check if you need to file a tax return

In this series:

How to file your taxes: step by step
Check if you need to file
Gather your documents
Get credits and deductions
File your return
Get your refund
Pay taxes on time
Be ready to file taxes next year


Who must file

Most U.S. citizens or permanent residents who work in the U.S. have to file a tax return.

Generally, you need to file if:

See if you need to file: answer questions to find out

If you don’t usually file

Even if you make less than the income required to file, consider filing anyway. You may get money back:

  • If you qualify for a refundable tax credit
  • If your paycheck had federal income tax withheld
  • If you made estimated tax payments

Check your filing requirement

Your requirement to file a tax return depends on your:

Check if you need to file:

 
If your filing status is: File a tax return if your gross income was at least:
Single $13,850
Head of household

$20,800

Married filing jointly $27,700 (both spouses under 65)
$29,200 (one spouse under 65)
Married filing separately $5
Qualifying surviving spouse $27,700
 
If your filing status is: File a tax return if your gross income was at least:
Single $15,700
Head of household

$22,650

Married filing jointly

$30,700 (both spouses 65 or older)

Married filing separately $5
Qualifying surviving spouse $29,200