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February 9, 2025
Question

Should my brother file taxes - He gets $15,043 in SSD and $5,338.84 in Pension. He is single with no working income

  • February 9, 2025
  • 2 replies
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    2 replies

    DoninGA
    Employee
    February 9, 2025

    Probably not, since he will not have any taxable income to be reported on the tax return.

     

    Up to 85% of Social Security Retirement/Disability/Survivors benefits becomes taxable when all your other income plus 1/2 your social security reaches:

    Married Filing Jointly - $32,000
    Single or Head of Household - $25,000
    Married Filing Separately - 0

    Employee
    February 9, 2025

    You need to file a federal return if half your Social Security plus your other income is

     

    Single or Head of Household      $25,000

    Married Filing Jointly                  $32,000

    Married Filing Separately            $0

     

    But if he has a 1095A for marketplace health insurance he is required to file a tax return.

    **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.**