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.**