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.**