DianeW777
Employee Tax Expert

Retirement tax questions

Yes, you are correct. Count the taxable wages (less the pension and health insurance tax free amounts).

  • Deductions are listed on page 4, Form W-4P (use the link to review and then enter the appropriate amount  

It includes things that will be new for 2026, cash contributions without itemizing for example (line 13), included with your standard deduction.

 

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