topic SSA-1099 State withholding in Retirement tax questions

SSA-1099 State withholding

AJA9 — Tue, 18 Mar 2025 13:58:31 GMT

I have state taxes withheld from my social security. How do I input these into TurboTax? I only see federal withholdings (box 6).

Thank you.

Re: SSA-1099 State withholding

JamesG1 — Tue, 18 Mar 2025 14:06:47 GMT

In TurboTax Online, state withholding tax not already entered on a W-2 or 1099 may be entered as follows:

Down the left side of the screen, click Federal.
Down the left side of the screen, click Deductions & Credits.
Click the down arrow to the right of Estimates and Other Taxes Paid.
Click to the right of Income Taxes Paid.
Click the down arrow to the right of Other Income Taxes Paid.
Click to the right of Withholding not already entered on a W-2 or 1099.
Click Yes.

Re: SSA-1099 State withholding

AJA9 — Tue, 18 Mar 2025 15:43:02 GMT

JamesG1,

Thanks for your response.

If I go that route I get a message that the state return cannot be filed electronically. Is there a way to have the State withholdings appear in the SSA-1099 input screen?

FYI - I am using TurboTax Premiere on a Windows desktop.

Thanks again.

Re: SSA-1099 State withholding

DianeW777 — Tue, 18 Mar 2025 15:50:59 GMT

No, it's so uncommon for state withholding to appear on the SSA-1099 and other documents which is why there is a specific entry to make sure it is included.

It's quite likely the state wants to see the withholding which is why the e-file is prohibited. Be sure to make a copy of your SSA-1099 to send with your state return and keep a copy for yourself.

@AJA9

Re: SSA-1099 State withholding

AJA9 — Tue, 18 Mar 2025 19:18:41 GMT

Hi DianeW777,

Thanks for the reply.

Can't imagine why others do not use state w/holding in social security payments, but since it is an option, can I request this be added to TurboTax so I can continue to file electronically.

Re: SSA-1099 State withholding

SteamTrain — Tue, 18 Mar 2025 19:41:11 GMT

Wow...I never realized that SS ever allowed state tax withholding.

Certainly they don't include any state $$ options on their withholding W-4V forms, and I spent 10-15 minutes mucking around the SS website and didn't find anything about it.

TTX doesn't even have any fields on their SS worksheet for state withholding...so the "workaround" would be the only way to record it.

So, perhaps it's so rare because no one can find the form to initiate it.

(of course, my state doesn't tax SS, so it isn't really an issue for me)

Re: SSA-1099 State withholding

AJA9 — Tue, 18 Mar 2025 20:44:38 GMT

Hi SteamTrain,

I got the option when I first started getting SS last year. You can update it anytime on your SSA account online.

Not sure if you are a TurboTax employee, but I request that the state withholding field be added to the SSA-1099 in TurboTax. As I have already filed, I am going to have to file an amended state return since this was not picked up. I also want to continue to file my taxes electronically.

Thanks.

Re: SSA-1099 State withholding

cutlerme — Fri, 11 Apr 2025 06:44:20 GMT

Steam Train,

When I started receiving SS I inquired about state tax withholding, The agent said that they do not provide this service because only 9 states tax SS benefits. So I am confused by this thread as well...

Mel