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July 2, 2024
Question

What do I claim on the W-4p form when filing for a pension paid to beneficiaries, not an estate?

  • July 2, 2024
  • 0 replies
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Our father passed last year and left behind a small pension that we needed a "small estate affidavit" to have disbursed.
 
Now we (brother and I) each need to fill out a W-4P form. We live in PA and he lived in FL, but I believe we still need to withhold taxes.
 
What is the best course of action, to fill out the W-4p with income, or have the "minimum" taken out automatically and save aside extra for next taxes?
 
Thank you!