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Retirement tax questions
You say that you are filing a joint return but have not mentioned what income your spouse had for 2024. If you are filing a joint return with a spouse who had taxable income, then your SSA1099 and your W-2 from the job go on the joint return. VA disability benefits are not taxable and do not get entered.
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
**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.**
‎April 11, 2025
6:57 AM