Internal Revenue Service United States Department of the Treasury
Level Basic Advanced Military International

Income — Retirement Income Workout

When to Adjust Withholding

Skills Warm Up: When to Adjust Withholding

Question 1 of 1

Faith comes to your site to get her 2021 tax return done. When you finish her return, you explain to her that she owes $985, and that she needs to pay this amount by the due date. She says that she will pay the amount, but wants to know if there is some way to have more tax withheld from her pension so that she doesn't owe so much at the end of the year. What form should she complete to increase the withholding from her pension?

Form W-4P
Form W-4V
Form W-4R


Pub 4491, Retirement Income Lesson
Form W-4P

Pub 4491, Retirement Income Lesson

Form W-4P