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Oneill474
Feb 13, 2008, 03:31 PM
I get social security and a state pension amount to: $26,487.
I used to file jointly before retiring. the social security income is exempt
and the small pension is only $11,000. but I believe even if I don't have
to pay any taxes. I think I must file anyway due to the minimum filing
requirments. somewhere in $20,000 range?
justwonder2
Feb 17, 2008, 02:06 PM
The minimum filing requirements for married file jointly with one spouse 65 or older is $18,550 of gross income. You would have to file a tax return this year because you have gross income of $26,487.

The following link is the 1040 instruction booklet from the IRS home page.


Reference from: http://www.irs.gov/pub/irs-pdf/i1040gi.pdf
Oneill474
Feb 18, 2008, 03:20 AM
I get social security and a state pension amount to: $26,487.
I used to file jointly before retiring. the social security income is exempt
and the small pension is only $11,000. but I believe even if I don't have
to pay any taxes. I think I must file anyway due to the minimum filing
requirments. somewhere in $20,000 range?

Social Security income is exempt. so only the pension is taxable which is
$11,000.