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Robin D.
Robin D., Senior Tax Advisor 4
Category: Tax
Satisfied Customers: 13313
Experience:  15years with H & R Block. Divisional leader, Instructor
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My husband is a 100% disabled veteran He gets Social

Customer Question

My husband is a 100% disabled veteran He gets Social security disability I retired 4 years ago but wasn't old enough to take any payments from my 401K retirement. This last year we did take $10.000. from the retirement. Would we have to file income tax this year.
Submitted: 9 months ago.
Category: Tax
Expert:  Robin D. replied 9 months ago.

Hello

The $10,000 from your 401k would be added to half his SS. If that amount is more than $32,000 you have to file.

If they withheld any from your 401k for taxes you want to file anyway to get a refund of the taxes withheld.

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Expert:  Robin D. replied 9 months ago.

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