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Retirement tax questions
To have federal tax withheld from your social security benefits, you will need to submit a W-4V form to the Social Security Administration (SSA). This form instructs the SSA to withhold based on the percentage you select.
More information about the W-4V is available here: https://www.irs.gov/forms-pubs/about-form-w-4-v
The link to the form itself is here: https://www.irs.gov/pub/irs-pdf/fw4v.pdf
Additional information is available on the SSA's website as well: https://www.ssa.gov/manage-benefits/request-withhold-taxes
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‎June 26, 2024
9:18 AM
2,764 Views