Lethe200
Senior Member
- Location
- San Francisco Bay Area
Surprisingly, we got a modest Fed refund for 2017 despite having a rise in taxable income. State was owed a small amount; CA does not like to over-withhold and will not do so even if you request it.
I started my SocSec check in March so needed to see the tax adviser later than we usually do, so he could give us an estimate of whether we are withholding enough for the 2018 tax year, since there are now 5 tax brackets instead of only 3. Very relieved to find we are okay for 2018 as well.
I started my SocSec check in March so needed to see the tax adviser later than we usually do, so he could give us an estimate of whether we are withholding enough for the 2018 tax year, since there are now 5 tax brackets instead of only 3. Very relieved to find we are okay for 2018 as well.