@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
**Say "Thanks" by clicking the thumbs up icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
