My wife(62) and I(64) are new Iowa residents. We receive SS, pension, and IRA income. Do we need to file an Iowa return?

[Schulzes]

Iowa doesn't tax retirement income. Their tax instructions lead me to believe I don't need to file a return if I don't have taxable income, but it seems like they would want to see my return for proof. Can someone help?

[MaryK4]

No, if your only income is retirement that is subtracted from Iowa taxable income, you do not have to file the return.  You are correct that you may need to prepare the return to see if you have the income.

See Who Must File?

[Schulzes]

Thank you.  I am quite sure that I don't owe any taxes but as you suggested I would need to fill in the Iowa form to be sure.

I plan to complete my federal return in TurboTax, and then use it to manually review the Iowa tax forms.  If my suspicions are NOT correct (now or even in future years), does TurboTax allow me return and complete my Iowa taxes using TurboTax?

In your opinion, is this the best way to do this or is there another route?  I am not against paying TurboTax but it seems a bit wasteful to pay this year after year if my tax situation does change significantly. I already paid for last years returns and it appears I didn't need to file.

Thanks,

Steve