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My Tax Accountant advised me that I should have more money…

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My Tax Accountant advised...

My Tax Accountant advised me that I should have more money taken out of my Social Security Check to pay Federal & State Taxes. How do I do that?

Accountant's Assistant: The Retirement Accountant will know how to help. Please tell me more, so we can help you best.

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My tax accountant advised I phone you and ask to have more taxes taken out of my Social Security monthly check. What should I do to have that done?

Submitted: 3 months ago.Category: Social Security
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Answered in 2 minutes by:
3/22/2018
Social Security Expert: Carter McBride, CPA replied 3 months ago
Carter McBride
Category: Social Security
Satisfied Customers: 1,271
Experience: Adjunct Professor
Verified

Hey! I'm Carter, I'm a CPA and can help you out.

fill out Form W4-V https://www.irs.gov/pub/irs-pdf/fw4v.pdf

And mail that to your local Social Security office.

When you complete the form, you will need to select the percentage of your monthly benefit amount you want withheld. You can have 7, 10, 12 or 22 percent of your monthly benefit withheld for taxes.

Social Security does not have the authority to withhold state taxes.

Let me know if you need anything else. If not, please leave a rating. Thanks!

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Social Security Expert: Carter McBride, CPA replied 3 months ago

Hey! Just wanted to follow up to see if you needed anything else. If not, please leave a rating so I can get credit for helping you out. Thanks!

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