Tax Day 2025: Social Security Recipients Might Want to File Taxes, Even if They Don't Have To

Contributing sentiments towards policy:

62% : Do you need to file a tax return if you receive Social Security benefits?
56% : Your age, marital status and income earned outside of Social Security payments can determine whether you need to file.
51% : A majority of those who get a Social Security check each month do not need to pay taxes on their benefits, 40% of benefit recipients do, the Social Security Administration said.
50% : If you are above the base amount for your filing status and need to pay federal income taxes, the Social Security Administration will allow you to withhold taxes from your monthly benefit payments so you don't have to pay a large bill during tax time.
49% : If you made estimated tax payments or had federal taxes withheld, you may be entitled to a refund of any surplus withholding.
42% : Another potential benefit of filing a return is that you may be able to receive certain tax credits, which can lead to a refund.
42% : As long as you meet the qualifications, you could receive the earned income tax credit, the child tax credit or child and dependent tax credit.

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