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Retirement tax questions
If the Social Security benefits were the Only income you received in 2023 and the amount in box 5 of the SSA-1099 was $13,850 or less then you do not need to file a tax return.
Unless you also received a Form 1095-A for your health insurance through one of the State Marketplace Exchanges or from healthcare.gov then you must file a tax return.
‎April 11, 2024
1:05 PM