Does my Step Dad need to file, he receives 16836 in SS, and 5,763 in pension and IRA
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weber
New Member

Does my Step Dad need to file, he receives 16836 in SS, and 5,763 in pension and IRA

Does my Step Dad need to file, he receives 16,836 in Social Security and 5,763 from pension and IRA.

4 Replies
Hal_Al
Level 15

Does my Step Dad need to file, he receives 16836 in SS, and 5,763 in pension and IRA

No, unless he is married. None of his SS is taxable and the $5763 of other income is below the $12,000 filing threshold.

If he is married, his spouse's income must be considered.

Social security only becomes taxable when added to sufficient other income.

Social security (including SSDI) becomes taxable when your income, including 1/2 your social security, reaches:

Married Filing Jointly(MFJ): $32,000

Single or head of household: $25,000

Married Filing Separately and lived with your spouse at any time during the tax year: $0

SweetieJean
Level 15

Does my Step Dad need to file, he receives 16836 in SS, and 5,763 in pension and IRA

State filing requirements may be different.
weber
New Member

Does my Step Dad need to file, he receives 16836 in SS, and 5,763 in pension and IRA

So his Social Security is not included in his gross income for filing requirements?
Hal_Al
Level 15

Does my Step Dad need to file, he receives 16836 in SS, and 5,763 in pension and IRA

That's correct.
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