Can you get a tax refund if you receive social security benefits?

Answer 1

Yes, if you have paid taxes, or had taxes withheld for that tax year, you may be entitled to a refund. If you have not paid taxes for the year in question, you will not receive a refund.

Answer 2

If you had taxes withheld from your Social Security payments or you made other payments such as estimated tax payments, you may be owed a refund. If you did not claim the stimulus rebate last year or your rebate was less than the maximum, you may be owed a refund.

Answer 3

Actually, yes. Unlike some pension systems, SSA actually asks what percent of benefit you wish to have withdrawn for taxes. Thus, if you have more taken out than you will owe in taxes (that is, your marginal tax rate,) you will get a refund when you file your taxes.

Answer 4

No. You have to pay your taxes to get a tax refund, too. On top of being a citizen of the United States, of course.