topic Social Security Withholding in Retirement tax questions

Social Security Withholding

searmour25 — Mon, 23 Feb 2026 12:11:22 GMT

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?

Re: Social Security Withholding

PattiF — Sat, 18 Feb 2023 23:18:33 GMT

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

Re: Social Security Withholding

SteamTrain — Sat, 18 Feb 2023 23:50:00 GMT

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.