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New Member
posted Jan 18, 2022 1:31:43 PM

Do I have to file if my only income is from social security disability and I did not have taxes withheld?

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5 Replies
Expert Alumni
Jan 18, 2022 1:48:39 PM

If you have no income for 2021 other than SSDI you are not required to file a tax return.

Level 15
Jan 18, 2022 5:07:37 PM

If your only income has been Social Security you would only be required to file if you received a 1095A for having Marketplace health insurance.

New Member
Jan 21, 2022 9:28:40 AM

Are you sure I don’t have to file something?

New Member
Jan 21, 2022 9:30:02 AM

You have to file for your health insurance you pay for?

Expert Alumni
Jan 21, 2022 9:49:34 AM

As indicated by @xmasbaby0, if you have a Form 1095-A, you must file a tax return. Otherwise you may not be required to file a federal tax return and the same might be true for your state return.  

 

TurboTax will walk you through the entry if you are required to file. IRS Request for Form 8962

 

If you receive a Form 1095-A, Health Insurance Marketplace Statement, showing that advance payments of the premium tax credit were paid for coverage for you or your family member, you must file an individual income tax return and submit a Form 8962 to reconcile those advance payments, even if you would not otherwise be required to file a tax return. You also must file an individual income tax return and submit a Form 8962 to claim the premium tax credit, even if no advance payments of the premium tax credit were made for your coverage. 

State returns may have a property tax or rent rebate credit report, or possibly another type of special return for low income or senior citizens.