Retirement tax questions


@fanfare wrote:

"h eliminates the need to predict how much of my SS will end up taxable before knowing the ultimate IRA distribution amount"

 

 You need to calculate how much your SS will be taxed with a distribution so that distribution withholding can cover that tax also.

 

@bextel 


Not necessarily.  The total withholding for the year either needs to be 90% of the current year taxes (which requires a calculation) or 100% of the previous year taxes (which just needs a copy of last year's return.)