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'm 70 years old, louisiana native & receive survivors pension benefits(husband died 2019). Do I need 2 file taxes & if so, what form do I use 2 report it?

 
2 Replies

I'm 70 years old, louisiana native & receive survivors pension benefits(husband died 2019). Do I need 2 file taxes & if so, what form do I use 2 report it?

If you only receive SS benefits reported on a 1099-SSA  then you have no reason to file a tax return.    If you receive any other income like a pension reported on a 1099-R form then you may need to file depending on the amount.  

 

DO I NEED TO FILE A TAX RETURN?

https://www.irs.gov/help/ita/do-i-need-to-file-a-tax-return

Who has to file?

http://www.irs.gov/uac/Do-I-Need-to-File-a-Tax-Return%3F

I'm 70 years old, louisiana native & receive survivors pension benefits(husband died 2019). Do I need 2 file taxes & if so, what form do I use 2 report it?

to answer your question, you would only file one tax return, listing all your income, including the survivorship benefits.

 

It is a separate question whether you even need to file - that depends on how much the non-social security income is.  

Use your Intuit Account to sign in to TurboTax.
By selecting Sign in, you agree to our Terms and acknowledge our Privacy Statement.
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
message box icon

Ready to start your taxes?

Hand off your taxes, get expert help, or do it yourself.

See Pricing

Related Content

Manage cookies