I retired in Sept 2024 (63 yo) and started pension. I started receiving SS in June 2025. To date I have not had any withholding from either of these sources. My wife retired from her job July 2025 and had Fed taxes withheld.
Ideally would like to find a CPA or tax planner to assist with this moving forward, however, I am having difficulties locating a local professional. Is this an option with TT Live assist?
While I still have some time, should I change withholding on either or both to avoid potential penalty? I can't seem to find a withholding calculator within TT or on the Intuit page(s) for 2025.
Much appreciated,
