Check it out. John did not earn enough income vis Social Security in a
few months to require him to file taxes. A couple of months' worth of
Social Security is negligible and does not mean he's going to get a refund.
The tax filing status for a man of his age is:
"A taxpayer must file a return if their gross income was at least:
single under 65 $12,950"
There is no way in hell he earned enough money to file taxes.
Also according to the IRS:
"People may want to file even if they make less than the filing
threshold, because they may get money back. This could apply to them if
they:
Have had federal income tax withheld from their pay
Made estimated tax payments
Qualify to claim tax credits like:
Earned income tax credit
Child tax credit
American opportunity tax credit
Credit for federal tax on fuels
Premium tax credit
Health coverage tax credit
Credits for sick and family leave
Child and dependent care credit"
John does not meet any of the qualifications. You really need to stop
saying he should expect to get a tax refund.
Jill