Reporting Social Security on Income Tax Return,
Benefits as Military Retiree in SSA Q&A
SSA-1099 forms reporting benefit payments for 2013
will be mailed by January 31
Jan. 9, 2014 – Many are surprised they have to
report their Social Security benefit on their income tax form, but it is
explained by Oscar Garcia, Public Affairs Specialist, with the Social
Security Administration in this week’s Social Security Q&A. He also has
an answer for a military retiree who wonders if he can also get a Social
My parents are still able to manage their own
finances, including Social Security. However, I am helping them with
their income tax return, and I just found out they need to report their
Social Security benefits. I do not have their SSA-1099 forms as of yet.
How can I request a copy of these forms?
More than likely all you have to do
is wait for the forms to arrive by mail later this month. Each January
we mail a Social
Security Benefit Statement (Form SSA-1099) showing the
amount of benefits received in the previous year. The
SSA-1099/1042S for Tax Year 2013 will be mailed by January 31, 2014.
You can request a replacement SSA-1099/1042S for
Tax Year 2013 on or after February 1, 2014. You can use
Benefit Statement when you complete their federal income tax
return to find out if their benefits are subject to tax.
If they do have to pay taxes on
their Social Security benefits, they can make quarterly estimated tax
payments to the IRS or
choose to have federal taxes withheld from their monthly benefits.
Anyone can ask us to withhold federal taxes from their Social Security
when they apply for benefits. Anyone who is already receiving benefits
can change or stop this withholding by completing a form W-4V from the
Internal Revenue Service (IRS).
The form can be downloaded from the
IRS website at
http://www.irs.gov/pub/irs-pdf/fw4v.pd. Your can also call the IRS
1-800-829-3676 and ask for Form W-4V,
Voluntary Withholding Request.
When you complete the form, you
will need to select the percentage of the monthly benefit amount they
want withheld. You can have 7%, 10%, 15% or 25% of the monthly benefit
withheld for taxes. Here is something else that you may find helpful as
you prepare to file your parents’ tax return.
The IRS has short and
informative YouTube videos on a number of tax-related topics in English,
Spanish and American Sign Language (ASL). One of these videos is “Do I
Have to File a Tax Return?” The video explains the requirements for
filing a tax return, including income limits and age. These videos can
be viewed at http://www.youtube.com/irsvideos.
Will my military retirement affect my Social
No. You can get both Social Security benefits and
military retirement. There is no offset of Social Security benefits
because of your military retirement. You can find more information in
the publication “Military Service and Social Security” at
www.socialsecurity.gov/pubs, or call us at 1-800-772-1213. This
publication provides an explanation of the extra earnings that Social
Security can apply to your work history based on your military service.
Oscar Garcia is a Public Affairs Specialist with
the Social Security Administration. You can direct your questions to him
at: SSA, 411 Richland Hills Drive, San Antonio, Texas, 78245. You can
also email him at Oscar.email@example.com.
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