TeresaM
Expert Alumni

Retirement tax questions

TurboTax will ask your age at the beginning of the return, in the Personal Info section. If you filed with TurboTax last year, it will import that information into the current year and ask you to confirm it, but it won't specifically ask the question again. If you are fully retired or still doing some work, it is dependent on your income whether you are required to file. Many people have a part-time job or small business after they retire from their primary occupation or have additional sources of income to declare on other 1099 forms.

If your only income is social security, you generally do not have to file a return. Critter3, above, is correct. If you do file a return, you should include Form 1099-SSA with the other information. If you have additional sources of income, they may be taxable, or at a certain income level, part of the social security might become taxable. There is more information on how this is calculated in this TurboTax Help article Is my social security taxable

To be sure, you can begin a return in TurboTax Online for free, enter all of your income, and see if there is any liability or any refund due on the federal or state return. If there is not, and you are below the filing limit, you are not required to file a return. The IRS already has a copy of your 1099-SSA, so it is unnecessary to file that form if it is the only one.

 

 

 

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