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If the wife is the W-2 worker and the spouse receives Social security and draws from his IRA do they have to file a joint return?

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last updated ‎January 30, 2020 2:22 PM
Does the retired spouse need to file jointly if there are are no earned wages?
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4 Replies 4
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Level 1
last updated ‎January 30, 2020 2:22 PM

Legally married persons cohabiting since and /or after July 2019 would require filing status of MFJ or MFS. Generally it is rare for there to be any advantage to filing Married Filing Separate.

IRA disbursement's in addition to annual Social Security amounts must also be reported 

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Level 15
Level 15
last updated ‎January 30, 2020 2:22 PM

Married Joint or Married Separate are your choices....Married Joint is generally a better bet.

The retired spouse has pension and SS, so they probably need to file a return.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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Level 14
last updated ‎January 30, 2020 2:22 PM

More Social Security may be taxable if MFS, depending on the numbers.


ex-AllStar
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Level 12
last updated ‎January 30, 2020 2:22 PM

You overlooked that the IRA distributions, from a traditional IRA account, is nearly always Taxable. That's why "retired" has nothing to do with anything, and "earned wages" isn't the only source of Taxable income in the US.

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