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Get your taxes done using TurboTax
If the Social Security benefits is your ( and your spouse’s if married) only income then there is no need for you to file a tax return UNLESS one or more of these apply :
- You had federal/state taxes withheld that can be refunded
- You received advance premium tax credit for health insurance from the ACA Marketplace (aka "Obamacare")
- You took money out of Health Savings Account (HSA) or Medical Savings Account (MSA).
- You are married filing a separate return from your spouse and you lived together during the tax year OR you are filing a joint return and the spouse has income other than SS benefits.
January 5, 2023
9:40 AM