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Retirement tax questions

Do you know the amount of income you received via check? You can enter it using those figures.

 

You may not need to file a return at all. The filing requirements are below.

 

  • Single filing status:
    • $12,550 if under age 65
    • $14,250 if age 65 or older
  • Married filing jointly:
    • $25,100 if both spouses under age 65
    • $26,450 if one spouse under age 65 and one age 65 or older
    • $27,800 if both spouses age 65 or older
  • Married filing separately — $5 for all ages
  • Head of household:
    • $18,800 if under age 65
    • $20,500 if age 65 or older
  • Qualifying widow(er) with dependent child:
    • $25,100 if under age 65
    • $26,450 if age 65 or older

 

  • A Social Security 1099 or 1042S Benefit Statement, also called an SSA-1099 or SSA-1042S, is a tax form that shows the total amount of benefits you received from Social Security in the previous year. The forms SSA-1099 and SSA-1042S are not available for people who receive Supplemental Security Income (SSI).

SSI