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Level 1

Question

Do I file or not?

Forum|Forum|4 years ago
January 26, 2022
1 reply
9 views

I retired from work in March 2021 and received SS benefits the rest of the year. How do I know if I need to file?

Level 15

Whether you need to file, depends on your income for the year. If your income is less than the following amounts, you are not required to file a tax return.

Single or Married Filing Separately, under 65 - $12,550

Single or Married Filing Separately,, over 65 - $13,900

Married Filing Jointly, under 65 - .$25,100

Married Filing Jointly, over 65 - .$26,800

You may want to file a return, even if you are not required to file. If box 2 of your W2 has a number greater than 0, it is possible you will get a refund.

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