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New Member
posted Jun 1, 2019 12:54:03 PM

Do I file ms state tax if I only have pension and ssi benefits?

Turbotax live has zero amount owed but do I still need to send the state something? I do have to pay Federal tax.

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1 Best answer
Expert Alumni
Jun 1, 2019 12:54:29 PM

You should file a Mississippi Income Tax Return if any of the following statements apply to you [f you do NOT then do not file]: 

• You have Mississippi income tax withheld from your wages (other than Mississippi gambling income).

 • You are a non-resident or part-year resident with income taxed by Mississippi (other than gambling income). 

• Single resident taxpayers – you have gross income in excess of $8,300 plus $1,500 for each dependent. 

• Married resident taxpayers – you and your spouse have gross income in excess of $16,600 plus $1,500 for each dependent. 

• Minor resident taxpayers – you have gross income in excess of the personal exemption plus the standard deduction according to the filing status. 

• Residents working outside of Mississippi – you must file a Mississippi return and report the total gross income regardless of the source. 

• Residents working outside of the United States – you must file a return and report the total gross income if you are a Mississippi resident employed in a foreign country on a temporary or transitory basis. If you qualify to exclude foreign wages for federal purposes, enter the amount as a deduction on schedule N and attach the Federal Form 2555

- Deceased taxpayer – if you are a survivor or representative of a deceased taxpayer, you must file a return for the taxpayer who died during the tax year on or before the 2018 return is due. For more information on the filing requirements of a deceased taxpayer, see the “Death of a Taxpayer” section of this booklet.

For more information: https://www.dor.ms.gov/Forms/80100188.pdf

3 Replies
Expert Alumni
Jun 1, 2019 12:54:29 PM

You should file a Mississippi Income Tax Return if any of the following statements apply to you [f you do NOT then do not file]: 

• You have Mississippi income tax withheld from your wages (other than Mississippi gambling income).

 • You are a non-resident or part-year resident with income taxed by Mississippi (other than gambling income). 

• Single resident taxpayers – you have gross income in excess of $8,300 plus $1,500 for each dependent. 

• Married resident taxpayers – you and your spouse have gross income in excess of $16,600 plus $1,500 for each dependent. 

• Minor resident taxpayers – you have gross income in excess of the personal exemption plus the standard deduction according to the filing status. 

• Residents working outside of Mississippi – you must file a Mississippi return and report the total gross income regardless of the source. 

• Residents working outside of the United States – you must file a return and report the total gross income if you are a Mississippi resident employed in a foreign country on a temporary or transitory basis. If you qualify to exclude foreign wages for federal purposes, enter the amount as a deduction on schedule N and attach the Federal Form 2555

- Deceased taxpayer – if you are a survivor or representative of a deceased taxpayer, you must file a return for the taxpayer who died during the tax year on or before the 2018 return is due. For more information on the filing requirements of a deceased taxpayer, see the “Death of a Taxpayer” section of this booklet.

For more information: https://www.dor.ms.gov/Forms/80100188.pdf

New Member
Jun 1, 2019 12:54:51 PM

This states that if you have a income over $8,300 single that you should report. My pension and my ssi benefit are above that limit. Since these are excluded, do I still have to file?

Expert Alumni
Jun 1, 2019 12:55:13 PM

No, not unless you had withholding.