Social Security Withholding

Forum|Forum|3 years ago
February 18, 2023
2 replies
8 views

Doesn't social security report withholding to the IRS?
IRS requested that I fax them forms substantiating my withholding entry, which comes from social security withholding?

PattiF

Level 15

Yes, social security does report the withholding to the IRS. Occasionally the IRS needs additional information to verify the withholding.

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SteamTrain

Level 15

The only reason I can think of why they would want this, is if you filed and reported you had more than $9114 withheld in the box 4 total of your own W-2 forms from multiple employers.

You get a refund of the excess over $9114 in that situation, but occasionally, a married couple accidentally indicates both their W-2 forms are just for one of them, and claims an excess refund that is not appropriate.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*