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Social Security, 401k, Pension

Social security for year is under $16,536.  Not paying any taxes on SS

Pension for year is                         $  1,950.   Not paying any taxes on pension 

hardship withdrawal.                    $  5,000. Paid 20% federal taxes on withdrawal

401k monthly for year total.        $   1,440.  Not paying any taxes on 401k

 

do I have to file both federal and state taxes?

2 Replies

Social Security, 401k, Pension

Who has to file?

http://www.irs.gov/uac/Do-I-Need-to-File-a-Tax-Return%3F

**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.**
HirschCPA
Employee Tax Expert

Social Security, 401k, Pension

Please note that there are different requirements for the IRS and states to file (each state has its own rules).  

 

For federal, Your filing requirement could depend on your filing status.  Please check out this link to see if you need to - https://www.irs.gov/help/ita/do-i-need-to-file-a-tax-return 

 

For state, check you specific state requirements to know if you are required to file.

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