When only collecting Social Security do we have to file

rottieslove · ‎June 6, 2019

DanaB · ‎June 6, 2019

It depends on your situation but most likely you will not have to file. If Social Security is your only income then it only will be taxable if half of your Social Security exceeds the base amount for your filing status ($32,000 for Married Filing Jointly, otherwise $25,000). And only part of it will be taxable if you exceed the base amount.

Please see this FAQ on when Social Security is taxable:

https://ttlc.intuit.com/replies/3299920

Please see this FAQ when you are required to file (only use if your Social Security is taxable):

https://ttlc.intuit.com/replies/3302274

View solution in original post

SweetieJean · ‎June 6, 2019

Were any taxes withheld?

DanaB · ‎June 6, 2019

It depends on your situation but most likely you will not have to file. If Social Security is your only income then it only will be taxable if half of your Social Security exceeds the base amount for your filing status ($32,000 for Married Filing Jointly, otherwise $25,000). And only part of it will be taxable if you exceed the base amount.

Please see this FAQ on when Social Security is taxable:

https://ttlc.intuit.com/replies/3299920

Please see this FAQ when you are required to file (only use if your Social Security is taxable):

https://ttlc.intuit.com/replies/3302274