SSA from 1099 does not show state tax withheld. does anyone know what i should do about it? thanks.

9baulpaul · ‎March 11, 2022

xmasbaby0 · ‎March 11, 2022

You enter your SSA1099 just as it appears. It would be unusual for state tax to be withheld from your Social Security benefits since there are only a few states that tax Social Security.

Go to Federal> Wages & Income>>Retirement Plans and Social Security (SSA1099 and 1099RRB) to enter your SSA1099.

States that tax Social Security benefits:

CO, CT, KS, MN, MO, MT, NB, NM, ND, RI, UT, VT, WV

These states offer varying degrees of income exemptions, but four mirror the federal tax schedule: MN, ND,VT, and WV

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

BillM223 · ‎March 11, 2022

That's good, since I don't believe that you can get the SSA to withhold state tax. See the W-4V that you use to ask the SSA to change your withholding...

Anyway, a lot of states don't even tax Social Security, so there's probably not a good reason to have state withholding on the SSA-1099.

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SweetieJean · ‎March 11, 2022

Did you perhaps make estimated state tax payments on your own?

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SSA from 1099 does not show state tax withheld. does anyone know what i should do about it? thanks.