turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Event: Ask the Experts about your refund > RSVP NOW!
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

35-9
New Member

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

 
Connect with an expert
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

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.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies