Greta
Level 9
04-01-2023
04:50 PM
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Clients have asked my help with W-4, but I too am befuddled by it. Especially clients who retire and have multiple sources of 1099-Rs, Social Security, investment income. I often fill out a V-4 withholding request for the social security benefits. If one year is way off, we fix it the following year.