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1 reply

JohnB5677
JohnB5677
March 13, 2024

Please clarify your question.

 

  • Are you trying to fill out the W-4 P?
  • Do you have a specific question about the Withholding Certificate for Periodic Pension or Annuity Payments?
  • Which steps (1, 2, 3 or 4) do you have a question on?

Please contact us again and provide some additional details.

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"
D
di_c0a8f20a0002aAuthor
March 13, 2024

I am on a Pension income and my spouse is still employed. Do I enter her yearly gross income in box 2(b)(l)?

We have no other income

J
JohnW152
March 13, 2024

Yes, put her projected earnings based on Box 1 of her most recent Form W-2 in (b)(i) of Step 2 of Form W-4P.  If you can't project the earnings, just use the amount from her most recent Form W-2.

 

See the form instructions in the link above.

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