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Lev
Lev, Tax Advisor
Category: Tax
Satisfied Customers: 28904
Experience:  Taxes, Immigration, Labor Relations
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I just got my taxes done...I am a widow and get my husband's

Customer Question

Hello! I just got my taxes done...I am a widow and get my husband's union pension, as well as his Social Security....have paid in way, way too much and am getting a refund of $6,500....I do NOT want that much back and need to change my deductions.....is it a W-4 form I have to fill out to do this, and where do I send it to? Somebody told me some place in California....please help.
JA: Thanks. Can you give me any more details about your issue?
Customer: I want to get more money in my monthly checks, NOT a huge refund one time a year. I know I need to fill out a form, but what form and where do I send this form? I do not have an office around here.
JA: OK got it. Last thing — Tax Professionals generally expect a deposit of about $32 to help with your type of question (you only pay if satisfied). Now I'm going to take you to a page to place a secure deposit with JustAnswer. Don't worry, this chat is saved. After that, we will finish helping you.
Submitted: 1 year ago.
Category: Tax
Expert:  Lev replied 1 year ago.

If that is regarding withholding from pension - we need to use form W4P

https://www.irs.gov/pub/irs-pdf/fw4p.pdf

For California withholding purposes - use this form

http://www.edd.ca.gov/pdf_pub_ctr/de4p.pdf
Both these forms must be sent to the administrator of the union pension.

Expert:  Lev replied 1 year ago.

If you also has withholding from social security benefits - you would need to use a following form

https://www.irs.gov/pub/irs-pdf/fw4v.pdf

and send it to the Social Security Administration.

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