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If the pension income plus one-half of the Social Security benefits received do not equal the following amounts for your filing status you do not need to file a federal tax return.
Married Filing Jointly - $32,000
Single or Head of Household - $25,000
Married Filing Separately - 0
Otherwise you will need to file -
To enter, edit or delete a form 1099-R -
Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R
To enter Social Security benefits reported on form SSA-1099
Or enter ssa-1099 in the Search box located in the upper right of the program screen. Click on Jump to ssa-1099
You may still need to file State taxes, though.
The above answer is incorrect.
You didn't state the breakdown of the the two sources of income.
If you are single and pension is over $14,500, you must file a federal return. But your tax will be zero.
In prior years, the threshold was lower.
Do you live in New Jersey?
You have to file NJ return if your taxable income is over $10,000 from all sources, even if your tax will end up as zero.
Otherwise, check with the filing requirements for your state.
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