US Social Security Benefits for Non-Resident Aliens: Do They Get Taxed?

Quick Hit from Global Thinkers - Recently I had a client for Global Thinkers Tax Services (https://globalthinkers.money/us-income-tax-services-expats/) ask me about US Social Security Taxes for their “non-resident alien” wife who will soon be receiving their US Social Security Benefit.

They wanted to know;

• Will that benefit be taxed?
• If so, how much?
• If so, how can they legally minimize or nullify the tax?

The short answer is YES! About 25.5% of the benefit will be withheld as “tax”. And yes, there is a way to minimize or even get that tax down to zero.

To be more specific, if you are a nonresident alien receiving retirement, disability or survivor benefits, SSA will withhold a 30 percent flat tax from 85 percent of those benefits unless you qualify for a tax treaty benefit. This results in a withholding of 25.5 percent of your monthly benefit amount.

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