I don’t know how much I should have withheld for taxes. Can you help me?

Please consult with your tax preparer to determine this. We do not counsel retirees on such matters.

Once you have determined your withholding, please fax or mail us a letter with your request. Make sure this letter has both your signature and social security number on it.

Fax or mail us a letter stating the exact dollar amount or the exemptions you want us to withhold.  We do not calculate a percentage.

Be sure your signature and social security number are on the letter.

We only withhold federal income tax.  We do not withhold state income tax.