I retired as of January 1,2023 and now have only a ASA1099, no 1040, what do I do?

olivia-gordo1 · ‎January 25, 2024

I retired and have no 1040 only an SSA1099 what do I do?

xmasbaby0 · ‎January 25, 2024

If your ONLY income in 2023 was Social Security you are not required to file a tax return unless you have a 1095A for marketplace health insurance, or if you had tax withheld from the SS and want to seek a refund.

If you had any other income--like from a retirement account, pension, etc. then you might need to file.

Who has to file?

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

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

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xmasbaby0 · ‎January 25, 2024

If your ONLY income in 2023 was Social Security you are not required to file a tax return unless you have a 1095A for marketplace health insurance, or if you had tax withheld from the SS and want to seek a refund.

If you had any other income--like from a retirement account, pension, etc. then you might need to file.

Who has to file?

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

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

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I retired as of January 1,2023 and now have only a ASA1099, no 1040, what do I do?