Retirement tax questions

If your ONLY income was Social Security it is not taxable and you do not need to file a tax return.   Social Security only becomes taxable when combined with OTHER kinds of income like income from working, income from a pension, income from an IRA, etc. etc.  Or....  If you file as married, your SS is combined with the income your spouse receives, and might be taxable.   Are you filing a married return--or are you single?   If you file married filing separately, then your SS is taxable.

 

 

 

 You do not enter a 1095B on a tax return.   So----you do not need to file, based on what you have said here, unless you have left out some important detail.     Did you already pay using a credit/debit card?   If not, you can just abandon this account and forget about filing a 2023 return.

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