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View Full Version : Spouse receives retirement fuds and I have not worked in a yr, no income on my part


linda1nathan23
Oct 13, 2010, 03:15 PM

ebaines
Oct 14, 2010, 05:42 AM
What's your question? Please be specific.

AtlantaTaxExpert
Oct 14, 2010, 07:23 AM
You will file jointly, as the retirement funds are probably taxable (unless they are EXCLUSIVELY Social Security).

If they are exclusively Social Security, then it is likely that NO federal or state tax return is even required.