Quantcast
Channel: Bogleheads.org
Viewing all articles
Browse latest Browse all 4468

Personal Finance (Not Investing) • Deciding if a tax return is needed to be filed and if federal tax is due

$
0
0
Hello,

I am POA for a relative who gets Social Security income of $33,000 and RMDs of $6,500. They are single and over 65. I believe the Social Security income is not taxable, but would federal tax be due on the RMD? I am not sure if the standard deduction would also wipe that income out and, if so, is a federal tax return due?

Would appreciate any advice!

Statistics: Posted by bigxbomber11 — Tue Sep 17, 2024 1:20 pm — Replies 2 — Views 81



Viewing all articles
Browse latest Browse all 4468

Trending Articles



<script src="https://jsc.adskeeper.com/r/s/rssing.com.1596347.js" async> </script>