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Ask Merlo Your Own Question
Merlo, Accountant
Category: Tax
Satisfied Customers: 9783
Experience:  25+ years tax consulting. Specializing in returns for US citizens living abroad
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I want to have money taken out of my social security check

Customer Question

I want to have money taken out of my social security check each month for tax purposes but I have been paying estimated taxes in the past. I want to stop paying estimated tax now. What do I do?
Submitted: 8 years ago.
Category: Tax
Expert:  Merlo replied 8 years ago.
Do you have income other than your SS income?
Customer: replied 8 years ago.
I am retired and have a pension that has tax taken out each month. I haven't had to pay taxes up to receiving Social Security
Expert:  Merlo replied 8 years ago.
Hello again Weeble,

Can you tell me how much SS you receive each year?

What is the annual amount you receive from your pension?

Do you file your return as single or married?

Customer: replied 8 years ago.

1. Approx. 16,500

2. Approx. 39,000

3. Single

Expert:  Merlo replied 8 years ago.
Hello again Weeble,

Based on your income, it does appear that 85% of your SS benefits will be taxable.

If you wish to start having tax withheld from your SS checks, you must complete Form W-4V and submit that form to your local SS office either by mail or in person. Here is a link to that form.

You must request that one of the following percentages be withheld:


You cannot request any other percentages other than these and you cannot request that a flat dollar amount be withheld.

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Thank you.