I was widowed in 2022 and received only non taxable social security for 2023. Do I need to file a tax return?

user191915 · ‎January 21, 2024

xmasbaby0 · ‎January 21, 2024

So sorry for your loss. For tax year 2022 you were able to file a joint tax return. For 2023, if your ONLY income has been Social Security you are not required to file a tax return unless you had tax withheld from the SS and want to get a refund, or if you had health insurance from healthcare.gov and have a 1095A.

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 21, 2024

So sorry for your loss. For tax year 2022 you were able to file a joint tax return. For 2023, if your ONLY income has been Social Security you are not required to file a tax return unless you had tax withheld from the SS and want to get a refund, or if you had health insurance from healthcare.gov and have a 1095A.

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 was widowed in 2022 and received only non taxable social security for 2023. Do I need to file a tax return?