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Do I need to file a federal tax return if my only income was Social Security?

Generally, if Social Security benefits were your only income, your benefits are not taxable and you probably do not need to file a federal income tax return.

What if Social Security is your only income?

If the only income you receive is your Social Security benefits, then you typically dont have to file a federal income tax return.

What is tax form 4972 used for?

Use Form 4972 to figure the tax on a qualified lump-sum distribution (defined below) you received in 2023 using the 20% capital gain election, the 10-year tax option, or both.

How can I avoid paying tax on my pension lump-sum?

Investors can avoid taxes on a lump sum pension payout by rolling over the proceeds into an individual retirement account (IRA) or other eligible retirement accounts.

Can you get a tax refund with Social Security?

Yes, you can get excess Social Security tax refunded. The procedure depends on whether the excess withholdings were caused by multiple employers exceeding the maximum or too much being withheld by a single employer. Select your situation for more info.

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Can I get a tax refund if my only income is Social Security?

You would not be required to file a tax return. But you might want to file a return, because even though you are not required to pay taxes on your Social Security, you may be able to get a refund of any money withheld from your paycheck for taxes.

How do I determine how much of my Social Security is taxable?

Single filers with a combined income of $25,000 to $34,000 must pay income taxes on up to 50% of their Social Security benefits. If your combined income is more than $34,000, you will pay taxes on up to 85% of your Social Security benefits.

Can I get a tax refund without income?

If you qualify for tax credits, such as the Earned Income Tax Credit or Additional Child Tax Credit, you can receive a refund even if your tax is $0. To claim the credits, you have to file your 1040 and other tax forms.

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The easiest way to modify IRS Posts Form 4972, Used to Claim Special Tax in PDF format online

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Do I need to file a federal tax return if my only income was Social Security?

What if Social Security is your only income?

What is tax form 4972 used for?

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Can you get a tax refund with Social Security?

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Can I get a tax refund if my only income is Social Security?

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