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February 14, 2022
Question

I retired from active work ending 11/21 and now need calculate I should withhold from my pension (1099-R) and Social Security? Any help?

  • February 14, 2022
  • 1 reply
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1 reply

ColeenD3
February 14, 2022

The easiest thing to do is a mock return where you enter the income and see your tax liability. You can manipulate how big a refund you want, if any, and prorate the withholding among the incomes.

 

You can do this in the Online version and then abandon the return.