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My tax situation has changed. I'm completely retired with only Social Security income. Is there a way I can go back to the simple free tax form?

 
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My tax situation has changed. I'm completely retired with only Social Security income. Is there a way I can go back to the simple free tax form?

If Social Security was your ONLY income in 2023 you do not even need to file a tax return unless you have a 1095A for marketplace health insurance.

 

 

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.**

My tax situation has changed. I'm completely retired with only Social Security income. Is there a way I can go back to the simple free tax form?

As a retiree and citizen, generally it is to your advantage to file a tax return even if not required to do so.

This will also guard against identity theft.

You can file for free , see the IRS Free File program at IRS website.

 

@jspark1954 

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