Taxes and Seniors

From my experience as a tax preparer, a lot of people who were just collecting Social Security were told that they didn’t need to file taxes THIS YEAR and remember that as you don’t need to file taxes. I always emphasized to my clients that while you don’t have to file taxes this year you should call me next year to be sure that’s true. The especially need to file a tax return if they have had withholding anywhere even if not actually required to file as they probably have money coming back.

This is so true.

Even seniors that have been doing tax aid, or vita, have said, well if (due to covid) they didn’t contact me, guess I don’t need to do taxes.
Both orgs have had limited means to track down everyone to make appointments.

In my case, my relative, just is convinced, no more tax forms for me, years ago.
Cos ‘My guy’ said so.

nag
not going there to argue, nudge maybe, but that’s it

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