Retirement tax questions

If Social Security is your ONLY source of income you will not be able to e-file, since SS is not taxable when it is your only income, and you cannot e-file a return with zero taxable income.  You do not need to file if SS is your only income.  If you just really want to file a tax return anyway, you can print it and mail it.

 But if you have other sources of income in addition to the Social Security, then you may need to file.  Up to 85% of your Social Security benefits can be taxable.  There is no age limit for having to pay taxes on Social Security benefits if you have other sources of income along with the SS benefits.  When you have other income such as earnings from continuing to work, investment income, pensions, etc. up to 85% of your SS can be taxable. 

**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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