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pkasson
New Member

Do you need to file a tax return if you are retired and take money from a pension fund

my mother in law gets social security but also took a withdraw from a 'pension', does she need to file taxes.

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1 Reply
Ashby
New Member

Do you need to file a tax return if you are retired and take money from a pension fund

It depends. If her pension was over $13,600, she should file a tax return. If not, and she only has SSA and pension, then she would not need to file a return. See table below.


https://ttlc.intuit.com/replies/3302274

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