Where does SSA-1099 Box 6 (Voluntary Federal Income Tax Withheld) get reported in Free TurboTax online? And then where should I see it in my 1040 PDF at the end?

Forum|Forum|6 years ago
June 6, 2019
3 replies
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On the 1040 PDF, my Social security benefits on 5a are $20,320, and taxable amount on 5b is zero. However, I did have $1,871 of voluntary taxes withheld on box 6 of my SSA-1099, and I don't see that amount anywhere on my 1040. Seems like I paid tax I didn't need to and now I'm not getting it back. The $1,871 doesn't appear anywhere in the 1040.

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Best answer by DanaB27

Please see the instructions below on how to enter your SSA-1099:

Login to your TurboTax Account
Click "Take Me To My Return"
Click "Federal" from the left side of your screen
Scroll down to “Retirement Plans and Social Security” and click on “Show more”
Scroll down and click "Start" next to " Social Security (SSA-1099, RRB-1099)"
Continue answering questions until you get to the "Tell Us About the Benefits You Received" screen and enter the benefits (box 5) and taxes paid (box 6).

The taxes will be included on line 16 of form 1040.

DoninGA

Employee

It is included on Form 1040 Line 16

dj0751

It isnt included on any 1040 I have in the past few years I have been voluntarily withholding from SS checks!!

DanaB27Answer

Please see the instructions below on how to enter your SSA-1099:

Login to your TurboTax Account
Click "Take Me To My Return"
Click "Federal" from the left side of your screen
Scroll down to “Retirement Plans and Social Security” and click on “Show more”
Scroll down and click "Start" next to " Social Security (SSA-1099, RRB-1099)"
Continue answering questions until you get to the "Tell Us About the Benefits You Received" screen and enter the benefits (box 5) and taxes paid (box 6).

The taxes will be included on line 16 of form 1040.

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newbie-self-preparerAuthor

Thanks! There it is! Perfect!

dj0751

I am using TurboTax for my 2022 taxes and I also dont see where my social security voluntary withholdings are being applied. I saw the response about Line 16 and I wish I could access that but I have not finalized it yet or filed because of this issue. How do I look at Line 16 when I cant find it? Does it have to be finished and filed before I can see the pdf ??

Help please

David

VolvoGirl

Employee

You enter the withholding in box 6 on the same screen, right under box 5. The withholding shows up on 1040 line 16 with any other withholding from W2s and 1099R.

See box 6 on this screen