Provide an Appropriate Response

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.
Kevin is 25 years old and can be claimed as a dependent by his mother. He had earned
income of $3500 and unearned income of $700. Kevin's wife Linda files a separate return
but does not itemize deductions. Must Kevin file a return? Explain.