How does the IRS determine your voluntary tax withholdings reported on your SSA-1099 form? Do they receive information from Social Security ?

[Dave249]

The IRS has suspended my refund because they claim they have no information other than what I reported on my tax return. I assume Social Security must send SSA-1099  info to the IRS.

[DawnC]

If you tell SSA to withhold taxes, they will.   Generally, no tax is withheld from your SS payments.    Yes, the IRS gets copies of SSA-1099 forms.   Did you include your SSA-1099 form, or what income did you report on your tax return, as you were expecting a refund?  

[VolvoGirl]

Did you enter the SSA-1099 into your tax return? It should show up on 1040 line 6a and any taxable amount on 6b.  And the withholding on line 25b.   Did it show up on the wrong line?  

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

[fanfare]

Did you claim SSA withholding that did not happen?

according to your post, that's what IRS is saying 

@Dave249 

[BillM223]

On your form SSA-1099, in box 6, is there an amount?

This would be the amount of tax withholding that the SSA was supposed to withhold and send to the IRS.

If box 6 is blank, then I see why the IRS is concerned. However, it can happen that the SSA failed to send the withholding.

I assume that the IRS is asking for a photocopy of your SSA-1099, right?

This will start a protocol at the IRS to check that (1) you had reason to think there was withholding by the SSA, and (2) now the IRS can compare the copy of the SSA-1099 that the SSA sent you to the copy that the SSA sent the IRS.

So if the IRS is asking for a copy of the SSA-1099, just do it or whatever the IRS asks.