xmasbaby0
Level 15
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Retirement tax questions

If SSI or Social Security (which are not the same thing) is your ONLY income, you are not required to file a tax return at all unless you have a 1095A for marketplace health insurance.   If you have a SSA1099 for Social Security benefits AND you have other income from working, retirement accounts, investment income, etc.etc. etc., then you may need to file a a tax return.

 

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.

 

Who has to file?

http://www.irs.gov/uac/Do-I-Need-to-File-a-Tax-Return%3F

 

 

WHAT IS THE DIFFERENCE BETWEEN SOCIAL SECURITY BENEFITS AND SSI?

https://www.ssa.gov/ssi/text-over-ussi.htm

 

 

**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.**

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