Hello and good afternoon, JAC27!
Filling out the form W-4P can seem a bit tricky when you have multiple pensions and other sources of income.
The most important part of filling out this form accurately comes in Step 2 (b)(ii) and step 4 (a).
- In Step 2, look at line (b)(ii), this is where you will need to enter the total amount of all the other pensions and income from other jobs from yourself and your spouse.
- In Step 4, look at line(a), this is where you will need to enter the total amounts of any other taxable income that is not from a job or pension, including your taxable Social Security income.
For additional information and resources, please click below:
Thank you for joining us today and have a great rest of your day!
Terri Lynn, EA
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Terri Lynn
