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Author: RoseSmeller One star, 50 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 121572  
Subject: Who has to file a return Date: 12/8/2001 11:12 PM
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Hello all. I hope someone can help me with this question.

I saw Phil Marti's post about the VITA program last summer and decided to volunteer. I'm not going to be able to make it to the local class, so I'm doing the home study training. Unfortunately, I only made it to chapter 2 when I was stumped by this question (question 21 on page 2-34 if you're using the same book I am).

Jim and Mary are married but will not file a joint return. Both are under 65 and not blind. Jim's gross income from wages is $30,150. Mary's gross income from social security benefits is $2500.
Is Jim required to file?
Is Mary required to file?


I said yes and no. The book says yes to both but doesn't explain why. So I went back and reviewed the section. Chart A says that for most people, you must file if you are married filing separately and have over $2900 of gross income. Chart B applies only if Mary is someone else's dependent, and the question doesn't mention that. Chart C for other situations lists things like owing extra SS tax on tips or self employment, or having capital gains - nothing that the question mentions. I can't see anything else that applies to the info given.

So my question for you all is why does Mary have to file?
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