Retirement tax questions

Do you have other income besides the SS?   If your only income was Social Security you do not need to file a tax return unless you had tax withheld, or if you have a 1095A for marketplace health insurance.

 

However, if you are filing a tax return with OTHER income, then your Social Security must be included.

 

 Go to Federal> Wages & Income>>Retirement Plans and Social Security  (SSA1099 and 1099RRB) to enter your SSA1099.

 

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**