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Should a tax return be filed for a person who is deceased when the only income is social security? Income from Jan-May was probably less than $10,000.

My father passed away in May 2022. His only income was from social security. Do I need to file a tax return for him? His income for 2022 was probably less than $10,000.
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2 Replies

Should a tax return be filed for a person who is deceased when the only income is social security? Income from Jan-May was probably less than $10,000.

If that was his only income and did not have taxes withheld from the SS benefit then there is no reason to file a tax return for him.

Should a tax return be filed for a person who is deceased when the only income is social security? Income from Jan-May was probably less than $10,000.

If the Social Security benefits  is your ( and your spouse’s if married) only income then  there is no need for you to file a  tax return UNLESS one or more of these apply :

 

  • You had federal/state taxes withheld that can be refunded
  • You received advance premium tax credit for health insurance from the ACA Marketplace (aka "Obamacare") 
  • You took money out of Health Savings Account (HSA) or Medical Savings Account (MSA).
  • You are married filing a separate return from your spouse and you lived together during the tax year OR   you are filing a joint return and the spouse has income other than SS benefits.

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