Question

Roberta Rhodes is single and was 65 in 2022. She is claimed as a dependent by her son. Her only income was $901 in interest from savings. Roberta must file a 2022 tax return

A) True
B) False

Answer 1

Roberta Rhodes is not required to file a 2022 tax return because her unearned income is below the standard deduction threshold for someone over 65 who is also claimed as a dependent.

Step-by-step explanation:

Roberta Rhodes does not have to file a tax return for the year 2022 because her income is below the standard deduction amount for someone who is over 65 and claimed as a dependent. For the year 2022, the standard deduction for a single person who is not blind and over 65 is $14,700. Since Roberta's income was only $901, which is far less than this threshold, she is not required to file a tax return. Generally, individuals who are dependents may be required to file a tax return if their earned income is more than a certain threshold or their unearned income is more than $1,150. However, in Roberta's case, since her unearned income (interest from savings) is less than the threshold, she doesn't have to file.