Home About Us Social Security Answers | SS Benefit Application ASK YOUR QUESTION SS Office Locations
How do I request to withhold taxes from my social security check?
Q) How do I request to withhold taxes from my social security check?
A) According to Social Security administration you are not required to have federal taxes withheld from your benefits. However, you may find voluntary tax withholding easier than paying quarterly estimated tax payments. To begin federal tax withholding or to change your current withholding amount, follow these steps:
Step 1: Print and complete IRS Form W-4V to indicate what percentage (7,10,15, or 25) of your monthly benefit amount you want withheld.
Step 2: Sign and return the form to your local Social Security office by mail or in person.
For more information about Form W-4V contact the Internal Revenue Service online or by phone at 1-800-829-1040. You may also obtain the form by calling Social Security at 1-800-772-1213 (TTY 1-800-325-0778) between 7 a.m. and 7 p.m., Monday through Friday.
SSA is generally clear, helpful, and useful. However, why does it state:
“You can ask us to withhold federal taxes from your Social Security benefit payment when you first apply.”
https://www.ssa.gov/planners/taxwithold.html
Yet, it does not ask you about withholding when you first apply!