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bjm1924
April 5, 2025
Question

If I received a 1099-R from my annuity for under 2a. Taxable income for $1,906.02. I do no owe anything for my SS. What form do I need to use to file?

  • April 5, 2025
  • 1 reply
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1 reply

AmyC
AmyC
April 5, 2025

Everybody files a 1040 now. If your only income is Social Security plus the 1099-R, you may not need to file. Take this quick quiz,  Filing requirement - Do I need to file a tax return?

 

If you do need to file, start with the free version.

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