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Old 10-18-2011, 08:15 AM   #21
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Remember to check her state of residence filing requirements. For example, here in PA, your required to file a return if your income was over $34, I've done quite a few children returns that had that much interest earned.

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Old 10-19-2011, 09:55 AM   #22
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Wow! Thanks everyone for the help and advice I think I'll check out the TaxAide first and see what they say. And if need be, I'll also check out a CPA.

Thanks again!

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Old 01-28-2012, 04:27 PM   #23
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Saw this blog post:

And it reminded me of this thread.

It'll be old hat for most here, but it's a fairly clear description of when a retiree needs to file income taxes or not.

Figured I'd post it in case anyone still needed it, or if someone did a search and ran across this thread.
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Old 01-28-2012, 09:53 PM   #24
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For years my grandmother received 1099s for her meager pension and interest income and of course a notice on her SS but we never filed a federal or a state return because she didn't have sufficient income to require filing a return. It never was a problem. I don't think the IRS would bother sending a letter unless the 1099s that they receive for a TIN exceed a the minimum amount where a return is required.

There were some state benefit programs that required filing forms disclosing her income.

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