I am going to retire soon. My husband is still working. I did the IRS estimated tax refund calculator online and it gives a gross income then notes payroll/standard deductions and then gives a taxable income. The gross income includes my partial year income, his yearly income and interest/capital gains/dividends (projected for this year). What goes in Box 2bi on the W4p? The gross income or the taxable income? Or just the gross income from jobs and then the interest/capital gains/dividends goes in 4a? From what I understand my new annuity will not be projected on this since I haven't receive it yet.
