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Get your taxes done using TurboTax
Hello @Sheri12,
We are so happy you could join us today! There isn't necessarily an age limit, more of an income limit.
If your income is lower than either your Standard Deduction or Itemized Deduction, then you do not have taxable income. Here are the filing requirements for 2023 assuming you would be filing Married Filing Joint.
2023:
Standard Deduction for Married Filing Joint: 27,700
Additional amount for being over 65 (1,400 ea): 2,800
Total: 29,500
So for 2023, if your taxable pension is below 29,500, then you are not required to file a tax return (assuming your social security is not taxable income, only your retirement).
If you had federal withholding on the retirement or social security, you would file to get that back.
Here is a link to the IRS on filing requirements: https://www.irs.gov/newsroom/who-needs-to-file-a-tax-return
Thanks again for participating today. I hope you enjoy the rest of your day!
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