Changing Your Voluntary Tax Withholding

Q: How do I change the amount of taxes withheld from my Social Security benefit?

A: Taxes are not routinely withheld from Social Security benefits but you can request, change or end voluntary Federal tax withholding by completing IRS Form W-4V, Voluntary Withholding Request, and returning it to your local SSA office.

Voluntary withholding is only for Federal taxes. Withholding is by percentage of benefits, not a flat dollar amount. Available options are to have 7 percent, 10 percent, 15 percent or 25 percent of your monthly benefits withheld.

Social Security employees input your W-4V request but cannot provide tax advice. If voluntary withholding interests you, discuss it with your tax preparer or call IRS at 1-800-829-3676 (TTY 1-800-829-4059).

Instructions and the form are at https://www.ssa.gov/planners/taxwithold.html