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pastor1189
Apr 30, 2014, 01:48 PM
Married couple file joint income taxes. The wife works . But the husbands income is from social security. Does he have to report his social security income, or should they file separately ?

AtlantaTaxExpert
Apr 30, 2014, 02:04 PM
Yes, he has to report his Social Security income. It may or may NOT be taxable, but it DOES have to be reported.

The only way to know for sure if they should jointly or separately is to model it BOTH ways and compare the results.

pastor1189
Apr 30, 2014, 02:59 PM
Thank you so much. I always wondered about a single person who only had social security income He has no withholding taxes. What purpose would he have to make a income tax statement?





Yes, he has to report his Social Security income. It may or may NOT be taxable, but it DOES have to be reported.

The only way to know for sure if they should jointly or separately is to model it BOTH ways and compare the results.

AtlantaTaxExpert
Apr 30, 2014, 03:47 PM
If Social Security is the person's ONLY income, he has no requirement to file a tax return.

Social Security becomes taxable only if there is other income reported with it.

pastor1189
May 1, 2014, 04:09 AM
If Social Security is the person's ONLY income, he has no requirement to file a tax return.

Social Security becomes taxable only if there is other income reported with it.

Thank you so much. I suspected that. Because there is no withholding taxes.

AtlantaTaxExpert
May 1, 2014, 06:53 AM
Glad to help!