Retirement tax questions

Yes you might want to have withholding taken out of your Social Security.  Depends on how much other income you have.  Or you can increase the withholding on something else or send in estimated payments to cover any extra tax.

 

Up to 85% of Social Security becomes taxable when all your other income plus 1/2 your social security, reaches:

Married Filing Jointly: $32,000

Single or head of household: $25,000

Married Filing Separately: 0

 

To request SS withholding

https://www.ssa.gov/manage-benefits/request-withhold-taxes 

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