Provide an Appropriate Response

question 139

Essay

Provide an appropriate response.
-IRS guidelines state that a married person under 65 years of age who can be claimed as a
dependent on another person's tax return must file a return if
(i)unearned income was over $750; or
(ii)earned income was over $3925; or
(iii)total of earned and unearned income was at least $5 and your spouse files a separate
return and itemizes deductions; or
(iv)total of earned and unearned income was more than the greater of
a)$750; or
b)earned income (up to $3675)plus $250.
Julia is 45 years old and can be claimed as a dependent by her father. She had earned
income of $3800 and unearned income of $200. Julia's husband Bret files a separate return
but does not itemize deductions. Must Julia file a return? Explain.

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Definitions:

Accommodating

Showing willingness to help and adjust actions or decisions to suit others' needs or requirements.

Logical Process

A method of reasoning or a sequence of steps followed to arrive at a conclusion or solve a problem systematically.

Toxic Emotions

Negative feelings that can be harmful to an individual's mental or emotional well-being, often stemming from stress or conflict.

Emotional Balance

A state of stability and harmony in a person's feelings, where emotional responses are appropriate to the situation.