Retirement tax questions

If Social Security was your ONLY income for 2024 you do not have to file a tax return unless you have a 1095A for marketplace health insurance.    If you have any other kinds of income in addition to the SS, you may need to file.

 

You need to file a federal return if half your Social Security plus your other income is

 

Single or Head of Household      $25,000

Married Filing Jointly                  $32,000

Married Filing Separately            $0

 

Who has to file?

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

 

**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.**