☰
✕
Sign In

Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Level 1
posted Jul 26, 2023 7:55:31 AM

SS, 401k and pension

If my earnings are less than $25000.00 which includes social security a pension and 401k, I understand that I do not have to file taxes.  My first question is is that correct and is that Federal tax as well as State taxes?

0 1 357
1 Replies
Level 15
Jul 26, 2023 8:28:23 AM

That depends.....what is your filing status?   Will you be filing Single, Married Filing Jointly or Married Filing Separately?

 

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.

 

Who has to file?

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