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Lev, Tax Advisor
Category: Tax
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Experience:  Taxes, Immigration, Labor Relations
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On page 2 of form 1040A, it asks income tax withheld

Customer Question

On page 2 of form 1040A, it asks for Federal income tax withheld from w-2 or 1099. The only 1099 we have is our Social Security. We do however have 1099R for retirement and pension. Am I to report only the voluntary amount I had taken from my Social Security?
Thank you. I'm getting confused on 1099 & 1099R.
Submitted: 6 months ago.
Category: Tax
Expert:  Lev replied 6 months ago.
If you received form SSA-1099 reporting your social security benefits - federal withholding is reported in Box 6. Voluntary Federal Income Tax Withheld
Expert:  Lev replied 6 months ago.
If you receive from 1099R reporting your pension - - federal withholding is reported in box 4 Federal income tax withheldYou would need to ADD these amounts from all your forms.Questions?Let me know if you need help with reporting..I appreciate if you take a moment to rate the answer.Experts are ONLY credited when answers are rated positively.If you still have any doubts, need clarification - please be sure to ask.I am here to help you with all tax related issues.

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