w4 help

Forum|Forum|10 months ago
May 28, 2025
1 reply
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The wife and I file jointly, both have W2s and claim married and 0, wife has a state retirement that she receives a 1099-R for, It is also set up on married and 0. we end up owing every year. How do I fix that?

Ask the Experts - W4 - May 2025

Cindy4 12

There is a selection in Step 2 on the W-4 form to indicate that you have multiple jobs or spouse works. You could both check mark option (c). Because the state retirement income also comes into play, another option is to use our withholding calculator to determine an additional amount that can be withheld by indicating it in Step 4(c). The recommended extra withholding can either be entered on one of the W-4s, or broken up between the W-4s.

@danjoh1969 Hope this helps!

Cindy

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