My wife and I have tax withheld from our Social Security payments. Where does that get reported on the 1040 form?
You'll need to sign in or create an account to connect with an expert.
You will enter your SSA1099 and enter the tax that was withheld.
Go to Federal> Wages & Income>>Retirement Plans and Social Security (SSA1099 and 1099RRB) to enter your SSA1099.
When you enter the SSA-1099 for Social Security there is a box for withholding.
Enter a SSA-1099, SSA-1099-SM or RRB-1099 under
Federal Taxes on the left side or top
Wages and Income
Then scroll down to Retirement Plans and Social Security
Then the second line - Social Security (SSA-1099. RRB-1099) - click the Start or Revisit button
Up to 85% of Social Security becomes taxable when all your other income plus 1/2 your social security, reaches:
Married Filing Jointly: $32,000
Single or head of household: $25,000
Married Filing Separately: 0
For 2023 Social Security is on line 6a and any taxable amount on 6b. The withholding will show up on 1040 line 25b.
Here's a screen shot from 2021 online entry screen. Withholding is entered in box 6. It's the second row of boxes.
Still have questions?
Make a postAsk questions and learn more about your taxes and finances.
PMD54
New Member
v029060
New Member
friedrich_kanz
New Member
tami_y_leak
Level 2
Imbeau
Level 1
Did the information on this page answer your question?
You have clicked a link to a site outside of the TurboTax Community. By clicking "Continue", you will leave the Community and be taken to that site instead.