Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted May 10, 2021 3:33:44 AM

Where do I record Voluntary Federal Income Tax Withheld as noted on my Form SSA-1099 (Social Security Benefit Box 6)?

0 5 942
5 Replies
Expert Alumni
May 10, 2021 5:21:57 AM

There is a box on the Social Security benefits entry screen that will allow you to enter the Federal Income taxes withheld along with the amount of Social Security benefits you received.  

 

To go to the section of the tax return to enter this information, use these steps:

  • On the top row of the TurboTax online screen, click on Search (or for CD/downloaded TurboTax locate the search box in the upper right corner)
  • This opens a box where you can type in “social security income” (be sure to enter exactly as shown here) and click the magnifying glass (or for CD/downloaded TurboTax, click Find)
  • The search results will give you an option to “Jump to social security income
  • Click on the blue “Jump to social security income” link and enter your information

New Member
Jan 17, 2025 7:57:01 AM

Your answer does not work for me.  I do not see a tax withheld box when I get  the questions about my social security income.  I do not see a box to enter the amount of taxes withheld.  Could it be because I did not have to pay any taxes so it skips over the taxes withheld box?  I did not know whether I would have to pay taxes on my social security income so I opted to have 10% withheld.  It turned out that I do not owe any taxes on the SS income.  Let me ask a pointed question.  Why would you fail to include a SSA 1099 form for us to fill in?  I liked the way you always did it before, i.e. fill in the amount shown in box 6.  

Level 15
Jan 17, 2025 8:04:11 AM

@PRO227 When entering you SSA-1099 you should be on this screen.  The box 6 for entering federal taxes withheld is shown.

 

New Member
Jan 17, 2025 8:25:12 AM

I do not get that screen.  That is the one I am used to in previous year's Turbo Tax but I cannot get it to show up.  I enter "SSA-1099" and it takes me to a form I filled in about my social security income, not what is shown in your answer.  The form has two parts and it takes me to a part that asks about SS and foreign countries. 

 

Level 15
Jan 17, 2025 8:44:57 AM

@PRO227 OK...Make sure that you have the latest release for the software.  Click on Online at the top of the desktop program screen.  Then click on Check for Updates.  Once this has been completed save your tax return and exit the TurboTax program.

 

After exiting the program, right Click on the TurboTax icon.  Then click on Run as administrator

Start the TurboTax program -  Then use this procedure to enter a SSA-1099

 

To enter Social Security benefits reported on form SSA-1099

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On Social Security (SSA-1099, RRB-1099), click the start or update button

 

Are you still having this problem?