Proper way to complete new W4p

[forologia45]

I am a head of household filling out a new W4P and am a little confused

I am receiving a federal pension on which federal taxes are being witheld

I will receive social security benefits of 12k this year AND 31k in interest on which no taxes have been withheld.

This year I will be required to withdraw a 98k RMD from a regular IRA which will greatly increase my tax liability

In step 2 ii of the W4P I have 12k for the SS payments for which there has been no tax witheld

in step 4a do I plan to enter the total of the 31k interest and the 98k RMD (129k) but the instructions state to include taxable social security. If I include the 12k SS income again wouldn't that screw up the calculation  of the IRS Tax Witholding Estimator??

Would greatly appreciate your advice if I am filling out the W4P form correctly

Thanks for your help!

[Vanessa A]

Yes, when you are filling out the W4P, you want to be sure to include ALL income, but only include it once.  So if you enter it in step 2, do not enter it in step 4.