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New Member

We have only social security and pension as income-do we have to file?

 
1 Reply
JohnW152
Expert Alumni

We have only social security and pension as income-do we have to file?

You may need to file, depending on how much your pension income was.  

But even if you’re not required to file a return, you might want to anyway, just to get back any income tax you’ve had withheld on your Forms 1099-R.  Please see the TurboTax Help articles Do I need to file a federal return this year? and Is my Social Security income taxable? to see if you need to file.

Bear in mind that your state may have different filing requirements.

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