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Retirement tax questions
@hana1ari how large is the retirment payment?
I am going to assume he passed prior to this tax return year, meaning the code in Box 7 is a "4" on the FOrm 1099-R.
if the pension is less than $14,700 (2022), there would be no requirement to file as you state that is your only non-SS income.
October 11, 2023
6:47 PM