Automatic tax deduction from social security check

[Cecej50]

My mom has been receiving SS since she became disabled in 2002 at age 50. 10% has always been deducted for taxes. My dad also receives SS. Their only income is SS. Is there a way to recover the 10% that has been taken from my moms check for years even though she doesn’t owe taxes?

[DaveF1006]

If she has been reporting her social security disability every year and her SSA 1099 forms, then she should have been putting in the tax withheld that is in box 6 of the forms. She would have received credit for the tax withheld on her return.

[GeorgeDenseff · Accepted solution]

If she did not file tax returns, she can still file for 2018, 2019, and 2020 and get the refund.  Anything older than that is forfeited if it was not claimed.

[Hal_Al]

Both parents should ask the Social Security administration to stop withholding federal tax, so that they don't have to file a tax return every year just to get a refund. 

[VolvoGirl]

Yes send in a new form to delete the withholding.  Check box #7 for No Withholding

Form W-4V to Change withholding for Social Security
https://www.irs.gov/pub/irs-pdf/fw4v.pdf