topic Social Security, 401k, Pension in Get your taxes done using TurboTax

Social Security, 401k, Pension

Linda987 — Wed, 26 Jul 2023 15:29:08 GMT

Social security for year is under $16,536. Not paying any taxes on SS

Pension for year is $ 1,950. Not paying any taxes on pension

hardship withdrawal. $ 5,000. Paid 20% federal taxes on withdrawal

401k monthly for year total. $ 1,440. Not paying any taxes on 401k

do I have to file both federal and state taxes?

xmasbaby0 — Wed, 26 Jul 2023 15:34:27 GMT

Who has to file?

HirschCPA — Wed, 26 Jul 2023 15:38:18 GMT

Please note that there are different requirements for the IRS and states to file (each state has its own rules).

For federal, Your filing requirement could depend on your filing status. Please check out this link to see if you need to - https://www.irs.gov/help/ita/do-i-need-to-file-a-tax-return

For state, check you specific state requirements to know if you are required to file.