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Returning Member
posted Jun 26, 2024 8:46:33 AM

W-4P

On W-4P MI ORS pension filing, when adding anticipated 403B and IRA amounts on Section 2bii, my total is $1800 monthly. If pension starts 7-1-24, do you multiply $1800 x 12 months for full year estimate or just the 6 month remainder of this year total for the estimate?

0 3 2236
3 Replies
Level 15
Jun 26, 2024 9:02:06 AM

6 months 

Returning Member
Jun 26, 2024 9:43:54 AM

Am I correct to put this amount in section 2bii? This is the only amount I am showing to withhold from pension so this is the only area I add an amount to the form correct, all other areas are zero?

Returning Member
Jun 26, 2024 9:49:38 AM

Or do I also have to enter my income on Section 2bi for amount earned through pension date of 7-1-24 or do you leave this at zero as they are only wanting to know anticipated income for last 6 months of 2024?