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Retirement tax questions
Maybe. Depends how much is the RMD. If your RMD is a lot part of your Social Security may be taxable. And you want to file to get back any withholding from the RMD.
Up to 85% of Social Security 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
Do you need to file a return?
‎October 15, 2021
9:33 AM