My mother is close to 3 years behind on her 2018 taxes. The situation is just too complicated for me to work out. Has anyone had good success with late, complicated taxes? Did you hire a tax attorney or a tax specialist? How much do either of these alternatives cost?
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It all depends on Moms monthly income. If that's only Social Security and maybe a small pension, than she may be under the cap set. My Mom made 17k in SS a month and $200 in a sm pension. That made her a little over 20k a year mostly SS. She received a letter from IRS saying she no longer needed to file taxes.
Here's what I found. Just giving u an idea. You still need to talk to a tax preparer.
When seniors must file
For tax year 2020, you will need to file a return if:
you are unmarried,
at least 65 years of age, and
your gross income is $14,050 or more.
However, if you live on Social Security benefits alone, you don't include this in gross income. If this is the only income you receive, then your gross income equals zero, and you don't have to file a federal income tax return.
But if you do earn other income that is not tax-exempt, then each year you must determine whether the total exceeds $14,050.
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Also, can you add more detail about what you think makes it "complicated"? Thanks.