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Rick1950
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Do I need to file a tax return in I'm retired?

 
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3 Replies

Do I need to file a tax return in I'm retired?

Maybe.  It depends on how much income you are receiving during your retirement and what the source(s) of that income are.  Are you receiving Social Security?  Any pensions or distributions from retirement accounts like a 401k, IRA, etc.?
**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.**
rjs
Level 15
Level 15

Do I need to file a tax return in I'm retired?

Being retired does not affect whether you have to file a tax return. The filing requirements depend on how much income you had, what kinds of income, your filing status, your age, whether or not you can be claimed as a dependent by someone else, and other considerations. There is a tool on the IRS web site that you can use to determine whether or not you have to file a federal tax return. Go to the following link and click "Begin."

https://www.irs.gov/uac/do-i-need-to-file-a-tax-return

You can also read all the details of the filing requirements in the section "Who Must File" in IRS Publication 501. You can read it online at the first link below, or download a PDF of Publication 501 from the second link.

Who Must File - read online:
https://www.irs.gov/publications/p501/ar02.html#en_US_2016_publink1000220687

Publication 501 - download PDF: https://www.irs.gov/pub/irs-pdf/p501.pdf

Do I need to file a tax return in I'm retired?

being retired has nothing to do with it.

See IRS Pub 17 for who must file a tax return, based on your income and circumstances.

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