JamesG1
Expert Alumni

Get your taxes done using TurboTax

Prepare a W-4 Employee's Withholding Certificate for your W-2 income and one for each of your pension distributions.  You may have to contact each pension provider to obtain their form.

 

If you prepare a withholding for each of your pension distributions, you will feel more comfortable that you have covered the major components of your income.

 

Then in Step 4 (a) Other Income, you can concentrate on interest, dividends, stock sales and the taxable portion of your Social Security benefits.

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