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Withholding

I retired in Sept 2024 (63 yo) and started pension. I started receiving SS in June 2025. To date I have not had any withholding from either of these sources. My wife retired from her job July 2025 and had Fed taxes withheld. 

 

Ideally would like to find a CPA or tax planner to assist with this moving forward, however,  I am having difficulties locating a local professional. Is this an option with TT Live assist?

 

While I still have some time, should I change withholding on either or both to avoid potential penalty? I can't seem to find a withholding calculator within TT or on the Intuit page(s) for 2025.

 

Much appreciated,

 

 

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2 Replies

Withholding

While this calculator is for 2024 and doesn’t incorporate all recent tax law changes it will give you an idea of how much to withhold. 
https://turbotax.intuit.com/tax-tools/calculators/w4/

Withholding

BSCH4477,

 

Thank you for the reply. I did find the 2024 calculator and as you said, doesn't have the new tax details - which is what I was hoping to accomplish at least for this year. 

Have a great remainder of your day,

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