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Retirement tax questions
Thank you for the reply. A clarification, though: Yes, SS is my only income, but Box 5 is actually over $20,000; however the "taxable" portion (as calculated by Turbotax) is indeed below the $13,850 exemption level. So I normally wouldn't have to file the return. But since I'm filing as "Married Filing Separately", I wasn't sure if not filing (while my wife does) would raise any red flag.
‎April 11, 2024
2:14 PM