topic Questions re. Extension in Get your taxes done using TurboTax

Questions re. Extension

DSI — Tue, 24 Feb 2026 07:14:58 GMT

I filed for and received an extension for my taxes. Do I have to pay taxes if I didn't meet the minimum income requirements to file?

I can't find my Social Security statement re. payouts for 2022. How can I get this information?

Do I have to file if I did not meet the minimum income threshold for having to pay taxes?

If I have an extension how do I handle this if I don't have to file?

What income level is required to have to file a tax return. will I be expected to submit something if filed for and received an extension. Please let me know. Thank you.

Re: Questions re. Extension

marctu — Wed, 27 Sep 2023 23:28:40 GMT

@DSI thank you for your question. I think we should start at the end first. Just because you filed an extension does not mean you have to file a tax return if your taxable income is below the income threshold to do so. Furthermore, if you are below the income thresholds then you do not need to file a tax return.

See this to see if you are above the income thresholds by filing status:

Tax Year 2022 Filing Thresholds by Filing Status

Filing Status	Taxpayer age at the end of 2022	A taxpayer must file a return if their gross income was at least:
single	under 65	$12,950
single	65 or older	$14,700
head of household	under 65	$19,400
head of household	65 or older	$21,150
married filing jointly	under 65 (both spouses)	$25,900
married filing jointly	65 or older (one spouse)	$27,300
married filing jointly	65 or older (both spouses)	$28,700
married filing separately	any age	$5
qualifying surviving spouse	under 65	$25,900
qualifying surviving spouse	65 or older	$27,300

If you need to get a replacement SSA-1099 go here: How can I get a form SSA-1099/1042S, Social Security Benefit Statement?

All the best,

Marc T.

TurboTax Live Select Time Tax Expert

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Re: Questions re. Extension

VolvoGirl — Wed, 27 Sep 2023 23:35:26 GMT

Forget about the extension, it's not important now. What other income do you have besides Social Security? Here a few links

Do you need to file a return?

https://ttlc.intuit.com/community/filing-and-paying-taxes/help/do-i-need-to-file-a-federal-return-this-year/00/25546

IRS Do I need to file?

Do I Need to File a Tax Return? | Internal Revenue Service

See IRS pub 501 for filing requirements

https://www.irs.gov/pub/irs-pdf/p501.pdf