Withholding from Social Security
Complete Form W4-V (available here).
Choose 7%, 10%, 12% or 22%, depending on your withholding needs. Check with us if you're unsure.
Sign the form.
Mail to your local SS office. Use this Social Security Office Locator to find the correct address.
For more about taxation of your social security benefits, read here.
WHAT ABOUT STATE WITHHOLDING?
Arizona does not tax social security income. These state tax Social Security to some extent:
Colorado
Connecticut
Kansas
Minnesota
Missouri
Montana
Nebraska
New Mexico
North Dakota
Rhode Island
Utah
Vermont
West Virginia
Specific rules and exemptions vary by state, and some states may have income thresholds or other criteria that affect whether Social Security benefits are taxed. As tax laws can change, it is advisable to consult with a tax professional or check the latest state tax regulations for the most up-to-date information.