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Retirement tax questions
I am aware of the taxation on my SS. My income from working will be somewhere around $30k just above the threshold so only a % of my SS will be taxed at the higher rate. I've already met with my tax person so I know my blended effective tax rate. All I need to know is what needs to be called out on the W4-P. Is it only the income from working? I'm assuming I don't need to call out my SS amount and I am filling out the W4-P because I have a small amount coming from a pension.
‎November 2, 2023
3:58 PM