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Retirement tax questions
Thanks LaShaunA3. When I go to Form W-4 and Estimated Taxes and click update I do not see Estimated Taxes 2026. Going through the steps I do not see Enter your Expected Withholding for 2026 either. But I did figure this out. When I first click on Update for the Form W-4 and Estimated Taxes section the first question is a choice between W-4 and Estimated. I was selecting Estimated since, per the instructions, I have no wages as I am now retired. I do not have any withholding done from any of my other income sources so I have no need to create W-4s for them. In following the steps after selecting Estimated their are none which allow you to change the federal withholding amount. I just tried selecting W-4 and running through that. You will come to a page that will ask for your Pay Period information. Input $0 for total salary received so far this year and 0 for the number of Paychecks you have received this year. You can choose anything for the drop down list box for how often you are paid. This will then zero out the withholding value that was previously being populated in my worksheet. I now have the correct vouchers. Those instructions at the first W-4/Estimated question are very misleading. I should not select the W-4 choice but that is the only way to make this work.