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Get your taxes done using TurboTax
Hi jlgib,
I hope you are having a great day! Congratulations on retirement! Since you have more than one pension;
Enter your taxable Social Security on Form W-4P Step 2(b)(i) from Form 1040 line 6b.
On Step 2(b)(ii) enter the total amount of pension/annuity income from all other pensions and annuities except the one you are filing Form W-4P for. That will be the total of Form 1040 lines 4b and 5b minus the pension your are working on.
I hope you find this helpful!
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May 24, 2023
4:37 PM
2,225 Views