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Returning Member

Filing after retirement,

Do I have to file if I'm retired

2 Replies
Employee Tax Expert

Filing after retirement,

Hi @sistarrock, it is possible that you will still need to file once you retire depending on your income.  You may still owe taxes if you receive income, such as retirement income from a job or investment income.  Social Security benefits can become taxable based on any other income you may have, so the answer is yes you may need to possibly file after retirement.   You may also check your state tax laws and see what the minimum filing requirements are for that state.  

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Employee Tax Expert

Filing after retirement,

Hello Sistarrock,

Hope you're doing great and enjoying your retirement.  

You may want to file even if you’re not required to

If you’ll receive a tax refund, you should file a tax return even if you’re not required to.

If you’re not required to file taxes but you withheld taxes throughout the year, you can get that money back when you file your tax return.

You may also be eligible for refundable tax credits that will give you a tax refund even if you don’t owe taxes. 

If you didn’t receive your first, second, or third stimulus checks or didn’t get the full amount that you’re eligible for, you can claim the stimulus checks when you file a tax return. 

If you’re not sure if you withheld taxes or qualify for tax credits, you may want to file a tax return anyway to avoid missing out. You have up to three years to file previous years’ taxes and/or claim past tax credits.

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