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
Attend our Ask the Experts event about Extension Filers on Sept 25! >> RSVP NOW!
Close icon
Do you have a TurboTax Online account?

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

My income from social security was 9,226.80 and my Wa. State Retirement was 3624.89...I assume I am not getting any refund because I did not pay any tax?

 
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 Best answer

Accepted Solutions
ChristinaS
Expert Alumni

My income from social security was 9,226.80 and my Wa. State Retirement was 3624.89...I assume I am not getting any refund because I did not pay any tax?

You wouldn't be eligible for a federal refund if you didn't hold federal income tax from your income. With the income you describe, your tax liability would be $0. You would not owe tax, so there'd be no reason for you to have taxes withheld. You wouldn't get any credits or incentives for filing. You would not need to file either.

If you live in Washington State, obviously there's no state benefit for filing.

View solution in original post

1 Reply
ChristinaS
Expert Alumni

My income from social security was 9,226.80 and my Wa. State Retirement was 3624.89...I assume I am not getting any refund because I did not pay any tax?

You wouldn't be eligible for a federal refund if you didn't hold federal income tax from your income. With the income you describe, your tax liability would be $0. You would not owe tax, so there'd be no reason for you to have taxes withheld. You wouldn't get any credits or incentives for filing. You would not need to file either.

If you live in Washington State, obviously there's no state benefit for filing.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies