bwa
Alumni
Alumni

Retirement tax questions

If he meets these two conditions, he should write "Exempt" in Box 7 so no tax is withheld.

  • Last year he had no tax liability (he wouldn't if he didn't need to file a return,) and
  • This year if anything was withheld he would get it back because he isn't required to file a return (or would have zero tax liability if he did..