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Retirement tax questions
Wow...I never realized that SS ever allowed state tax withholding.
Certainly they don't include any state $$ options on their withholding W-4V forms, and I spent 10-15 minutes mucking around the SS website and didn't find anything about it.
TTX doesn't even have any fields on their SS worksheet for state withholding...so the "workaround" would be the only way to record it.
So, perhaps it's so rare because no one can find the form to initiate it.
(of course, my state doesn't tax SS, so it isn't really an issue for me)
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
March 18, 2025
12:41 PM