How is the taxpayer's age determined for filing purposes?

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Multiple Choice

How is the taxpayer's age determined for filing purposes?

The age used for filing purposes is the age you are on December 31 of the tax year. This year-ending reference keeps eligibility for age-related rules—like the additional standard deduction for being 65 or older—consistent no matter when you file or when your birthday falls. For example, if you turn 65 at any point during the year, you’re considered 65 as of December 31, so you qualify for those benefits that year. The date of filing or January 1 of the following year doesn’t determine your age for these purposes.

The age used for filing purposes is the age you are on December 31 of the tax year. This year-ending reference keeps eligibility for age-related rules—like the additional standard deduction for being 65 or older—consistent no matter when you file or when your birthday falls. For example, if you turn 65 at any point during the year, you’re considered 65 as of December 31, so you qualify for those benefits that year. The date of filing or January 1 of the following year doesn’t determine your age for these purposes.

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