Withholding Certificate

[OldHarley41]

[SwapnaM]

Since you are already paying quarterly estimated taxes for 2024 based on your estimated income, I would wait & see how the taxes will look this year. This assumes that there will not be any other significant other income added in 2024 & the withholdings from W2 also considered (which will not be available in 2024).

You can also use the TurboTax software, to revisit your estimates under "other tax situations". You can then tweak your estimated tax payments or ask for more withholding from the social security or pension income.

Thanks @OldHarley41 for your question!