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JRB58
New Member

W-4P Pension with a job

My wife and I file jointly, we both work full time, I started receiving a pension from a previous employer this year. Do I enter the total 2023 income from our jobs for Step 2b(i) in the W-4P?

If I don't think I need to fill out Step 3 and 4, then is that it for completing the W-4P?

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dmertz
Level 15

W-4P Pension with a job

"Do I enter the total 2023 income from our jobs for Step 2b(i) in the W-4P?"

 

That's what the instructions on the form say to do since you have nothing on lines 4(a) and 4(b).

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2 Replies

W-4P Pension with a job

 
dmertz
Level 15

W-4P Pension with a job

"Do I enter the total 2023 income from our jobs for Step 2b(i) in the W-4P?"

 

That's what the instructions on the form say to do since you have nothing on lines 4(a) and 4(b).

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