DianeW777
Employee Tax Expert

Retirement tax questions

The entry for Line 2bi is the gross income from jobs (your husband's job if you are not working).

  • If you (and/or your spouse) have one or more jobs, then enter the total taxable annual pay from all jobs, plus any income entered on Form W-4, Step 4(a), for the jobs, minus the deductions entered on Form W-4, Step 4(b), for the jobs. Otherwise, enter “-0-”

The entry for Line 4a is the interest/capital gains/dividends or any income where there will be no withholding.

 

The new annuity will utilize this W-4P once you begin taking distribution. Like a W-4, this form can be filed with your plan administrator as often as you need whenever a change is necessary.

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