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If Social Security benefits are your only income for the year you are not required to file a tax return, unless you received advance premium tax credit for health insurance from the Marketplace ("Obamacare"), or you took money out of a Health Savings Account (HSA) or Medical Savings Account (MSA).
You can use the calculator at the following link on the IRS web site to see if you have to file a tax return.
Do I Need to File a Tax Return?
@mmsj55 - for federal, it's income (excluding social security) less than the standard deduction.
filing Single (2023): $15,700
Filing Joint (2023): $30,700
your state rules may be different
If Social Security benefits are your only income for the year you are not required to file a tax return, unless you received advance premium tax credit for health insurance from the Marketplace ("Obamacare"), or you took money out of a Health Savings Account (HSA) or Medical Savings Account (MSA).
You can use the calculator at the following link on the IRS web site to see if you have to file a tax return.
Do I Need to File a Tax Return?
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