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Level 1
January 28, 2021
Solved

Where does federal income tax withheld from Social Security Benefits go on Form 1040

  • January 28, 2021
  • 2 replies
  • 14 views

I put the fed income tax withheld  on the same screen that I entered the Social Security $ amount made in 2020. 

Get a critical - Fed income tax withheld entries present for tax payer in the withheld section of the misc. Income screen must be moved to the "From 1099-MISC NEC for efile tax returns" section of misc. income for efile purposes.

 

I'm not finding the screen to put the Fed income tax withheld from SS to make the critical diagnostic go away.

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Best answer by PhoebeRoberts

This has been fixed in Lacerte:

Voluntary federal income tax withheld (SSA-1099/ RRB-1099)

Social Security Benefits Screen 14; Code 38


Enter any federal income tax withheld from an SSA-1099 or RRB-1099 in this field.

NOTE: Do not use the “Federal income tax withheld [A]” field (codes 14 and 64) in this screen to enter SSA-1099 or RRB-1099 withholding any longer.

2 replies

abctax55
Level 15
January 28, 2021

Known issue; see the several threads about it.  

Wait for an update.

HumanKind... Be Both
rbynaker
Level 13
January 28, 2021

I see you're playing a little lunch time whack-a-mole!

abctax55
Level 15
January 28, 2021

🤣

Thanks for the reminder; I'm going to go make a sandwich.

HumanKind... Be Both
PhoebeRoberts
Intuit Community Champion
January 28, 2021

This has been fixed in Lacerte:

Voluntary federal income tax withheld (SSA-1099/ RRB-1099)

Social Security Benefits Screen 14; Code 38


Enter any federal income tax withheld from an SSA-1099 or RRB-1099 in this field.

NOTE: Do not use the “Federal income tax withheld [A]” field (codes 14 and 64) in this screen to enter SSA-1099 or RRB-1099 withholding any longer.

abctax55
Level 15
January 28, 2021

Guess I should check for an update... I've been too busy with snow removal.   43" and counting since Tuesday evening 🌨️❄️☃️

HumanKind... Be Both