• Skip to main content
  • Skip to primary sidebar

Ask Liz Weston

Get smart with your money

  • About
  • Liz’s Books
  • Speaking
  • Disclosure
  • Contact

Q&A: Why you should file a tax return, even if you don’t have to

March 23, 2026 By Liz Weston Leave a Comment

Dear Liz: Here is some further consideration in the discussion about older people not filing tax returns. I am old, live in Maine, have a low income but high housing costs. In 2024 I had zero dollars withheld to the state, yet received a $2,210 credit from the state. There was $2,000 for a “Property Tax Fairness Credit” that is available to those who pay high rent or high property tax. The other $210 was a “Sales Tax Fairness Credit.” You don’t have to be old to qualify for these credits. The relief that these credits provide is well worth the effort of filing tax returns.

Answer: People 65 and older typically don’t have to file federal tax returns if their incomes are under certain limits ($17,750 for singles and $34,700 for married filing jointly in 2025). But there are a number of reasons to file tax returns even when they’re not strictly required, including claiming tax credits, getting back income tax withheld from paychecks or retirement accounts, and getting access to any future government stimulus payments that might be offered.

Related Posts

  • Q&A: Seniors may not have to file tax returns

    Dear Liz: I disagree with the tax advice you gave to the 85-year-old lady and her…

  • Q&A: How to get tax return copies

    Dear Liz: Isn’t it the duty of an accountant to send their client the final…

  • Q&A: Filing a tax return after a parent dies

    Dear Liz: My mother’s only income was Social Security. Her accountant told her many years…

  • Q&A: Gift tax returns

    Dear Liz: You recently answered a question about gift taxes and mentioned gift tax returns.…

Filed Under: Q&A, Taxes Tagged With: low income, minimum income to file tax returns, tax credits, tax refunds, tax returns, Why should I file a tax return even if I don't need to?

Reader Interactions

Leave a Comment Cancel reply

I welcome thoughtful comments and insights. Please keep your contributions kind and respectful. Comments are moderated, so they won't appear immediately and won't appear at all if they're rude or dismissive of others. Let’s keep this a space where everyone feels encouraged to share and learn.

Your email address will not be published. Required fields are marked *

Primary Sidebar

Search

Copyright © 2026 · Ask Liz Weston 2.0 On Genesis Framework · WordPress · Log in