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Returning Member
posted Jun 3, 2019 11:36:14 AM

Will $0 be withheld for a low monthly pension?

My spouse will begin receiving a small pension.  Gross amount will be $300/month.  She'll have to complete a form W4-P, but it looks to me like, with monthly income that low, $0 will be withheld for FIT no matter what status and # allowances she specifies.  Am I correct, or is there some minimum amount that will be withheld for FIT?


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1 Best answer
Level 15
Jun 3, 2019 11:36:16 AM

Unless you specify an amount on line 3  she will have zero withholding ... however you can increase your withholding in other places if this $3600 makes a difference.    https://www.irs.gov/pub/irs-pdf/fw4p.pdf

2 Replies
Level 15
Jun 3, 2019 11:36:16 AM

Unless you specify an amount on line 3  she will have zero withholding ... however you can increase your withholding in other places if this $3600 makes a difference.    https://www.irs.gov/pub/irs-pdf/fw4p.pdf

Returning Member
Jun 3, 2019 11:36:17 AM

Thank you very much for the confirmation.