How does the IRS determine your voluntary tax withholdings reported on your SSA-1099 form? Do they receive information from Social Security ?

Forum|Forum|1 year ago
April 7, 2024
2 replies
0 views

The IRS has suspended my refund because they claim they have no information other than what I reported on my tax return. I assume Social Security must send SSA-1099 info to the IRS.

TurboTax Online

DawnC

If you tell SSA to withhold taxes, they will. Generally, no tax is withheld from your SS payments. Yes, the IRS gets copies of SSA-1099 forms. Did you include your SSA-1099 form, or what income did you report on your tax return, as you were expecting a refund?

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"

EREcam01

I reported a1 dollar intres credit

VolvoGirl

Did you enter the SSA-1099 into your tax return? It should show up on 1040 line 6a and any taxable amount on 6b. And the withholding on line 25b. Did it show up on the wrong line?

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