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Tax Law (Questions About Taxes)/Social Security income tax


My husband is retiring in December and I retired in July. Should we have federal income tax withheld from our Social Security payments or should we just pay quarterly?

Thank you for your help.

Hi Cindy, the decision as to whether to have any voluntary withholding should be decided upon whether you have any other sources of income during the year that will lead to a portion of your Social Security income being taxable and whether you will have withholding from those other sources of income (and to what extent).

If you will have other income that will arise to your social security benefits becoming partially taxable, you may want to request voluntary income tax withholding from your social security distributions.


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