turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

I am retired. did not get any W2 from Social Security or Disability Ins. Co. only have 1099 and 1099R. Can I still file?

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
Coleen3
Intuit Alumni

I am retired. did not get any W2 from Social Security or Disability Ins. Co. only have 1099 and 1099R. Can I still file?

There is  filing requirement based on age, filing status and income. If you income is over the amounts below, you are required to file. If not, there is no reason to file unless it is to get your withholding back. You are also required to file if you receive a 1099-Misc with $400 or more reported on it in Box 7.

Single 

  • Under 65 $12,000
  • 65 or older $13,600

Married filing jointly

  • Under 65 (both spouses) $24,000
  •  65 or older (one spouse) $25,300
  •  65 or older (both spouses) $26,600

Married filing separately

  • Any age $5

Head of household 

  • Under 65 $18,000
  •  65 or older $19,600

Qualifying widow(er) with dependent child

  • Under 65 $24,000
  •  65 or older $25,300

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies