ronj34
New Member

Withholding

My wife passed away in November 2021. Always filed jointly. The major difference in income this year will be not getting her Social Security. Since I will have to file as single for 2022 (and beyond), should I be having additional taxes withheld?

KochuK
Employee Tax Expert

Get your taxes done using TurboTax

Hi ronj34, I am very sorry about your loss, and thanks for your questions on 2022 filing questions.

 

Please use TurboTax TaxCaster to project your 2022 tax liability.

https://turbotax.intuit.com/tax-tools/calculators/taxcaster/

 

Depending on if you have a job (W-4), pension(s) (W-4P), and social security (W-4V) and their respective taxable amounts, the most accurately way to figure out withholding would be:

IRS Tax Withholding Estimator

https://www.irs.gov/individuals/tax-withholding-estimator

 

I also enlists all the forms mentioned FYI.

Form W-4 Employee’s Withholding Certificate

https://www.irs.gov/pub/irs-pdf/fw4.pdf

Form W-4P Withholding Certificate for Periodic Pension or Annuity Payments

https://www.irs.gov/pub/irs-pdf/fw4p.pdf

Form W-4V Voluntary Withholding Request

https://www.irs.gov/pub/irs-pdf/fw4v.pdf

 

Hope the above helps.

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JandKit
Employee Tax Expert

Get your taxes done using TurboTax

So sorry for your loss. I hope that you are faring well. The major change that is apparent is the social security amount that is subject to taxation. If single, Social security is taxable when one-half of social security income + other taxable income reachs $25,000. That amount was lowered from the $34000 for married couples. The maximum amount of social security subject to taxes , in your case is maxed at 85%. No more can be taxed. 

You can complete form W4P, found HERE

 

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