topic Do you need to file a tax return if you are retired and take money from a pension fund in Retirement tax questions

Do you need to file a tax return if you are retired and take money from a pension fund

pkasson — Tue, 04 Jun 2019 20:59:03 GMT

my mother in law gets social security but also took a withdraw from a 'pension', does she need to file taxes.

It depends. If her pension was over $13,600, she should f...

Ashby — Tue, 04 Jun 2019 20:59:04 GMT

It depends. If her pension was over $13,600, she should file a tax return. If not, and she only has SSA and pension, then she would not need to file a return. See table below.

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