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Don119
Level 1
July 27, 2022
Question

I am drawing two small pensions and need to fill-out a new W-4 on each. How do I fill out the W-4 to have the maximum tax withheld? Married filing joint.

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    3 replies

    VolvoGirl
    VolvoGirl
    Level 15
    July 27, 2022

    Pensions use a W4p form.  https://www.irs.gov/pub/irs-pdf/fw4p.pdf 

    Level 6
    Corrlich44Level 6
    Level 6
    July 27, 2022

    Hi Don,

     

    To be clear, are you still actively working as the basis for filling out a new W-4? If you are not working, you would have to speak to the financial institution who is distributing those funds and you can dictate to them how much Federal or State withholding tax you would like to withhold from either distribution, at your discretion. There is no W-4 for pension distributions, just a form the financial institution wants you to acknowledge as your minimum withholding tax.

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    Level 6
    Corrlich44Level 6
    Level 6
    July 27, 2022

    Correction on my part Don, if you have access to the W4p to provide the financial institution.

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