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April 15, 2024
Question

My mother is 87 and her only income is from social security. I have completed her federal return. Do i also need to complete a state return?

  • April 15, 2024
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1 reply

April 15, 2024

Depends on the state.  Some states tax SS others do not.  Which state do you live in?

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April 15, 2024

She lives in North Carolina

SusanY1
April 15, 2024

North Carolina does not tax social security, so it is not necessary to prepare a state return.  Generally, if social security is her only income and there was no voluntary withholding a federal return is also not required.  

However, I know there are many folks who feel it is their duty to file anyway, and it's certainly okay to do so.

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