Social Security SSA-1099 joint account is less then 20K do I still need to file taxes

[chris53]

Social Security SSA-1099 joint account is less then 20K do I still need to file taxes, both of us are retired as well. Social Security SSA-1099 joint account is less then 20K do I still need to file taxes, both of us are retired as well. I also own a home, do i need to file taxes. I also got 1099 DIV that was less then 1K. This is state of California. I do not have any other tax forms.

[Cindy0H]

It doesn't look like you need to file for the federal government based on your Social Security. Nor do you have to file in California. See screenshot.

Whether or not your Social Security income is taxable depends on your total income, including your Social Security plus any other income. Generally speaking, if your only income is Social Security, you probably don't make enough money to be required to file a federal tax return.

For those with additional sources of income, the key figure is the Modified Adjusted Gross Income (MAGI). The MAGI includes half of your Social Security, plus other sources of income. Once your MAGI exceeds the base amount for your filing status ($32,000 for Married Filing Jointly, otherwise $25,000), at least part of your Social Security income becomes taxable. The taxable portion of your Social Security income increases once you reach additional MAGI thresholds.

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