@AmericanTaxPayer wrote:
they will also be receiving monthly payments from California State Teachers Retirement System?
Depending on the amount of other income they may have to file a tax return if their total income is more than $12,950 in 2022. (Pension income plus taxable SS income)
Up to 85% of Social Security Retirement/Disability/Survivors benefits becomes taxable when all your other income plus 1/2 your social security reaches:
- Married Filing Jointly - $32,000
- Single or Head of Household - $25,000
- Married Filing Separately - 0
