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New Member
posted Jul 13, 2024 2:12:37 PM

I’m a retired collecting Social Security on me I’m trying to file my taxes from 2023

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2 Replies
Level 15
Jul 13, 2024 2:15:14 PM

 Go to Federal> Wages & Income>>Retirement Plans and Social Security  (SSA1099 and 1099RRB) to enter your SSA1099.

 

 

To enter your retirement income, Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.

Level 15
Jul 13, 2024 3:02:51 PM

If Social Security was your ONLY income for 2023 you are not required to file a tax return unless you have a 1095A for having health insurance from healthcare.gov.

 

 

Who has to file?

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