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Retirement tax questions
And...you mention that you both retired at 62 but did not mention if you have begun receiving Social Security benefits. Based on the amount of income you do mention, your spouse's pension and your part-time job will only yield an income of around $20 to $21K per year. Or will you both be collecting SS? Will you be taking any distributions from an IRA or 401k? Etc. etc. etc.???
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.**
‎September 19, 2025
8:59 AM