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Honored Contributor
Posts: 28,940
Registered: ‎03-09-2010

Re: SOCIAL SECURITY TAX QUESTION???

Do you have an accountant that does your taxes, that is the person to ask.

Honored Contributor
Posts: 9,335
Registered: ‎03-09-2010

Re: SOCIAL SECURITY TAX QUESTION???

Well, it's too late for this year to do anything about the taxes that will be owed for 2018.

 

You can either download the form, print it out, fill it out and mail it to your local SS office or ask your tax person for one if you don't have access to a printer.

 

There are percentages on the form and you choose which percentage you want to have withheld.  You can only choose from the percentages they have listed.  You cannot ask that a specific $ amount be withheld either. 

Esteemed Contributor
Posts: 6,828
Registered: ‎03-13-2010

Re: SOCIAL SECURITY TAX QUESTION???

I don’t pay tax on my social security.  AARP does my taxes every year.

Honored Contributor
Posts: 18,771
Registered: ‎10-25-2010

Re: SOCIAL SECURITY TAX QUESTION???


@Cats3000 wrote:

No.  You WON"T get a better answer here.  Find the address of your nearest Social Security Office.  I thik you can make an appointnebt ion-line.  If not, you'll have to walk in, take a number and wait.  You may actually be able to complete the change while you're there.


It sounds like you are old school, which is okay.

 

Today, in the modern world it is very easy to do it yourself.  Most people sign up for Medicare and SS online.  Those new to the programs are savvy computer users and no longer need to go to the SS office.

 

I remember going into the SS office with my mother to sign up.  It took almost a year for her to get her first check...that how far behind they were back then.  She got a large check with all of the back pay and passed before she got a chance to enjoy any of it.

 

Having federal taxes withheld from your SS check is quite simple.  There is no need for anyone to go into the SS office for help.

 

if you are unsure how much money to you need to have withheld, your tax accountant would be helpful.  No one at the SS office could advise you on that.

 

 

Trusted Contributor
Posts: 1,258
Registered: ‎06-08-2011

Re: SOCIAL SECURITY TAX QUESTION???

Did the whole thing online.  Check with your accountant to determine how much you should have deducted.  Easy peasy.  Forget a visit to SS office.  If your office is like mine, you'll wait forever and it's not necessary. 

Valued Contributor
Posts: 767
Registered: ‎06-04-2016

Re: SOCIAL SECURITY TAX QUESTION???


@Carmie wrote:

@Cats3000 wrote:

No.  You WON"T get a better answer here.  Find the address of your nearest Social Security Office.  I thik you can make an appointnebt ion-line.  If not, you'll have to walk in, take a number and wait.  You may actually be able to complete the change while you're there.


It sounds like you are old school, which is okay.

 

Today, in the modern world it is very easy to do it yourself.  Most people sign up for Medicare and SS online.  Those new to the programs are savvy computer users and no longer need to go to the SS office.

 

I remember going into the SS office with my mother to sign up.  It took almost a year for her to get her first check...that how far behind they were back then.  She got a large check with all of the back pay and passed before she got a chance to enjoy any of it.

 

Having federal taxes withheld from your SS check is quite simple.  There is no need for anyone to go into the SS office for help.

 

if you are unsure how much money to you need to have withheld, your tax accountant would be helpful.  No one at the SS office could advise you on that.

 

 


--

 

I agree. I recently went through the same process, helping my mother change her withholding percentage after my father passed.

 

The change went through simply and quickly, and I did not need her tax advisor's assistance.

 

 

Honored Contributor
Posts: 10,620
Registered: ‎09-22-2010

Re: SOCIAL SECURITY TAX QUESTION???

Do it online.  I have been retired for years and have never been to the Social Security office - the DMV is bad enough!

Respected Contributor
Posts: 2,656
Registered: ‎03-13-2010

Re: SOCIAL SECURITY TAX QUESTION???

DH and I don't have anything withheld from our SS.  We always end up paying at the end of the year anyway and the amount they would withhold wouldn't help us that much.

 

If you have a lawyer or tax accountant that files your return each year ask them for assistance. 

Honored Contributor
Posts: 39,832
Registered: ‎08-23-2010

Re: SOCIAL SECURITY TAX QUESTION???


@Fressa wrote:

I was hoping some one could help me wit hmy Social Security tax question. Has anyone changed their withdraw option from no tax to tax and how was the proces? I've heard nothing but bad situations about this but was hoping to get some first hand information from this forum. 

I had to claim my SS earlier than I ever anticipated and didn't have any tax withheld. Now, my situation has changed so this is a problem. I really need to have tax withheld so I don't owe at the end of the year.

I downloaded the form and tried to call the SS office. After 60 minutes of waitng without a cs rep I thought I would ghet beeter advice from the forums. Anything you can tell me would be appreciated. Thanks in advance for your time.


 

@Fressa

 

Uh .....  Too late for 2018. 

 

Have you looked this up on the SS website?  Even if someone here is a CPA, I would be leery of accuracy of the information. 

 

If the SS website info doesn't work,  go to your SS office first thing Saturday morning and talk to a human..

Esteemed Contributor
Posts: 5,526
Registered: ‎03-20-2012

Re: SOCIAL SECURITY TAX QUESTION???

Thank you all for your help and suggestions. I appreciate you taking the time to answer. I feel that I'm better informed to make my choice by the end of the month for the 2o19 tax year. I do have an accountant and a tax person but I have found that there is not such thing as a quick answer with either. I wanted to have some hands on results from others that have been thru this before me. I find that is usually the best information.Thank You.