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Retirement tax questions
No one can look at any of your documents. Are you asking about documents you are presently entering into the software to prepare a tax return, or are you really trying to figure out how much tax you should be withholding in the future to avoid owing at tax time? There is a tool you can use to prepare a new W-4 for your employer that can affect how much you have withheld from your W-2 job:
https://www.irs.gov/individuals/tax-withholding-estimator
https://www.irs.gov/pub/irs-pdf/fw4.pdf
And....for your 1099R--- can you tell us more----without any of your personal information----about how much you are having withheld when you take out distributions? Or----are you receiving pension money without any tax being withheld yet?
**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
‎July 18, 2022
5:41 AM