MarilynG1
Expert Alumni

Retirement tax questions

If your only income is Social Security and a small amount of interest, you may not be required to file a tax return.

 

If you enter your Social Security and Interest in TurboTax, we'll tell you if it's taxable. 

 

If not, just save your interest statements and Form SSA-1099 for your records.

 

Here's more info on Is My Social Security Taxable?

 

 

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