Do I need to file a return as a retiree?

harmony1218 · ‎June 3, 2019

xmasbaby0 · ‎June 3, 2019

That depends. If your ONLY income for 2017 is Social Security then you do not need to file a tax return. If you have other income in addition to SS, like a pension, investment income, IRA distributions, a part-time job, etc. you may have to file.

You need to file a federal return if half your Social Security plus your other income is $25,000 when filing single or head of household, or $32,000 when filing married filing jointly, $0 if you are filing married filing separately.

DO I NEED TO FILE A TAX RETURN?

https://www.irs.gov/help/ita/do-i-need-to-file-a-tax-return

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

View solution in original post

xmasbaby0 · ‎June 3, 2019

That depends. If your ONLY income for 2017 is Social Security then you do not need to file a tax return. If you have other income in addition to SS, like a pension, investment income, IRA distributions, a part-time job, etc. you may have to file.

You need to file a federal return if half your Social Security plus your other income is $25,000 when filing single or head of household, or $32,000 when filing married filing jointly, $0 if you are filing married filing separately.

DO I NEED TO FILE A TAX RETURN?

https://www.irs.gov/help/ita/do-i-need-to-file-a-tax-return

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**