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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1 Best answer

Level 15

Nov 15, 2023 7:53:46 AM

"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).

Level 15

Nov 15, 2023 7:18:34 AM

Level 15

Nov 15, 2023 7:53:46 AM

"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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W-4P Pension with a job