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Level 4
February 5, 2024
Question

SSD and Tax withheld

  • February 5, 2024
  • 5 replies
  • 39 views

Do those who receive SSD need to report their W-2G? And also if they held a stock with tax witholding, how do they get that back? Thank you in advance! 

    5 replies

    Level 15
    February 5, 2024

    You have not mentioned how much is on the W-2G for gambling winnings or how much is on the 1099B.   Sounds like you need to prepare a tax return to see----or----

     

    Who has to file?

    http://www.irs.gov/uac/Do-I-Need-to-File-a-Tax-Return%3F

    **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.**
    techie353Author
    Level 4
    February 7, 2024

    About $1200 on the W-2G and just $20 on the 1099 DIV.

    CatinaT1
    Level 15
    February 7, 2024

    If there were withholding from the W2G, yes, you would want to file. Do you have another form that indicates the stock tax withholding? 

     

    You will file one return with all your tax forms, including your SSD.

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