Retirement tax questions

If Social Security was your ONLY income during 2023, you are not required to file a tax return unless you have had health insurance from healthcare.gov and have a 1095A to enter.

 

You need to file a federal return if half your Social Security plus your other income is $25,000 when filing single or head of household, or $32,000 when filing married filing jointly, $0 if you are filing married filing separately.

**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.**

View solution in original post