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13103: 1040 - Additional Withholding on Return


1040 Individual

Form 1040 is showing more withholding than the total of the W2 withholding amounts. Why?

Review the Fed Withholding worksheet in View/Print mode to see the details. This worksheet is enabled by going to Setup > Options > Form & Schedule Options > Federal Withholding list if more than __.  Withholding amounts flow from:

  • Form W-2, box 2
  • Form W-2G, box 4
  • Form 1099-R, box 4
  • Form 1099-G, box 4
  • Form 1099-DIV, box 4
  • Form 1099-INT, box 4
  • Form 1099-MISC, box 4
  • Form SSA-1099, box 6
  • Form 8959, Additional Medicare Tax, line 24
  • Schedule K-1 (for example, backup withholding)

See the Form 1040 Instructions for more information.

There is also a data entry point on screen 5 Payments, for 1099 federal withholdings not reported elsewhere.


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