Tax Season — It’s About What You Know
Reading Time: 2 MinutesLast Updated: March 17, 2016
Did you know that your Social Security benefits may be taxable?
This includes your monthly retirement, survivor, and disability benefits. About one-third of people receiving Social Security benefits must pay taxes on some of these benefits, depending on the amount of their taxable income. This may happen if you have other significant income in addition to your Social Security benefits.
To find out whether you must pay taxes on your benefits, you will need your Social Security Benefit Statement (Form SSA-1099/1042S). You should automatically receive it in the mail each January. It shows the total amount of benefits you received from Social Security in the previous year so you know how much Social Security income to report to the Internal Revenue Service on your tax return. The benefit statement is not available for people who receive Supplemental Security Income (SSI), as SSI payments are not taxable.
If you didn’t receive your Benefit Statement or misplaced it, you can get an instant replacement easily by using your secure my Social Security account. If you don’t already have an online account, you can create one in minutes. Go to the my Social Security page, and select “Sign In or Create an Account.” Once you are logged in, select the “Replacement Documents” tab to obtain your replacement 1099 or 1042S benefit statement. You can also use your personal my Social Security account to keep track of your earnings each year, manage your benefits, and more.
You can also obtain a replacement benefit statement by calling us at 1-800-772-1213 (TTY 1-800-325-0778), or contacting your local Social Security Office. If you live outside of the United States, please contact your nearest U.S. Embassy or Consulate.
Don’t wait. Be ready! Open your own personal my Social Security account today.
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About the Author
Jim Borland, Assistant Deputy Commissioner, Communications
Jim Borland, Assistant Deputy Commissioner, Communications
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Eric l.
I lost my papers to do my 2017 local taxes and I need a copie of this sent to me so I can file with capital tax bureau and they are going to do it for me
kathleen t.
I can’t find address for sending my W4-V form.
Lynetta
When I signed up for social security benefits, there was no where to indicate the amount of taxes to be taken out of the social security payment. How can that be set up or the amount changed?
Vonda V.
Hi Lynetta, thank you for your question. To sign up, stop, or change federal tax withholding, you’ll need a Form W-4V from the Internal Revenue Service (IRS). You can download the form or call the IRS toll-free at 1-800-829-3676 and ask for Form W-4V. Sign the form and return it to your local Social Security office by mail or in person.
Annette G.
I reach full retirement age this June. I plan on continuing to work Part time. How do I know if I will be taxed on my monthly retirement amount?
Ann C.
Hi, Annette. Some people have to pay federal income taxes on their Social Security benefits. This usually happens only if you have other substantial income (such as wages, self-employment, interest, dividends and other taxable income that must be reported on your tax return) in addition to your benefits. See our Benefits Planner: Income Taxes and Your Social Security Benefits for more information. Thanks!
James M.
Good afternoon,
I am inquiring about having taxes deducted from my SSD every month. Do I need to fill out a form?
I went on your website and did not see any information regarding this. Thank you for your help.
Ann C.
Hi, James. In order to have taxes withheld from your Social Security benefit, you must start by printing, completing and submitting an IRS Voluntary Withholding Request Form (Form W-4V). On this form, you can choose to have 7, 10, 12, or 22 percent of your monthly benefit withheld. The Form W-4V (to withhold federal taxes from your Social Security benefits) can be returned to your local Social Security office by mail or in person. See our Benefits Planner: Withholding Income Tax From Your Social Security Benefits web page for more information. We hope this helps.
Judith E.
So, what form do I use to have federal income tax withheld from my social security monthly check?
Ann C.
Hi, Judith. In order to have taxes withheld from your Social Security benefit, you must start by printing, completing and submitting an IRS Voluntary Withholding Request Form (Form W-4V). On this form, you can choose to have 7, 10, 12, or 22 percent of your monthly benefit withheld. The Form W-4V (to withhold federal taxes from your Social Security benefits) can be returned to your local Social Security office by mail or in person. See our Benefits Planner: Withholding Income Tax From Your Social Security Benefits web page for more information. We hope this helps.
Thomas E.
Would like to have taxes withheld from my monthly check
Ann C.
Hi, Thomas. In order to have taxes withheld from your Social Security benefit, you must start by printing, completing and submitting an IRS Voluntary Withholding Request Form (Form W-4V). On this form, you can choose to have 7, 10, 12, or 22 percent of your monthly benefit withheld. The Form W-4V (to withhold federal taxes from your Social Security benefits) can be returned to your local Social Security office by mail or in person. See our Benefits Planner: Withholding Income Tax From Your Social Security Benefits web page for more information. We hope this helps.
Wardell M.
Can I stop tax withholdings from my social security payments?
Ann C.
Hi, Wardell. If you want to change or stop your tax withholding from your Social Security benefit, you must start by printing, completing and submitting an IRS Voluntary Withholding Request Form (Form W-4V). The Form W-4V (to withhold federal taxes from your Social Security benefits) can be returned to your local Social Security office by mail or in person. See our Benefits Planner: Withholding Income Tax From Your Social Security Benefits web page for more information. We hope this helps.
Glenda C.
If I filed in a non taxable state for ss survivor benefts and move to a taxable state will ss start taxing my ss benefits?
Glenda C.
If I filed in a non taxable state for ss survivor benefts and move to a taxable state wii ss start taxing my ss benefits?
Ann C.
Hi, Glenda. Under current law, the Internal Revenue Service (IRS) considers Social Security benefits taxable income for beneficiaries whose countable income exceeds certain limits. To learn more, visit our Benefits Planner: Income Taxes and Your Social Security Benefit. For further tax questions for a particular state, you will need to contact that state. We hope this helps.