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I retired as of January 1,2023 and now have only a ASA1099, no 1040, what do I do?
I retired and have no 1040 only an SSA1099 what do I do?
If your ONLY income in 2023 was Social Security you are not required to file a tax return unless you have a 1095A for marketplace health insurance, or if you had tax withheld from the SS and want to seek a refund.
If you had any other income--like from a retirement account, pension, etc. then you might need to file.
Who has to file?
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
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