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Best answer by Hal_Al

Q. Do I even need to file a return as I am retired and social security is my only income.

A. No.

 

 

2 replies

Hal_Al
Level 15
Hal_AlLevel 15Answer
Level 15
April 3, 2023

Q. Do I even need to file a return as I am retired and social security is my only income.

A. No.

 

 

Level 2
April 3, 2023

That is my understanding as well.  I wonder why turbo tax made me fill out all those forms for 40 minutes instead of telling me I do not need to file?

 

Level 15
April 3, 2023

If Social Security was your only income you are not required to file a tax return unless you have a 1095A for marketplace insurance or unless you had tax withheld from your SS and need to seek a refund.

**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.**
Level 2
April 3, 2023

Thank you.  Nope, only social security.  Why did turbo tax have me fill out all those forms and answer all those questions then tell me I have to mail in because I can not e-file as my income and refund are $0?  It should have just said:  "Looks like you do not need to file a return, thanks for using turbotax."

Level 15
April 3, 2023

Some people just really want to file a tax return even if they do not have to.   If you were not sure if you needed to file, you could have asked here in the forum before you filled out the forms.   If the only income you had to enter was SS, filling out the forms was not too demanding, though.

**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.**