Heard of Form W-4V? ProSeries Hasn't

I've printed a bunch of these vouchers and have used them often. Whenever clients owe taxes year-end, it's the *easiest* way to adjust their withholding for future years. I fill it out for them (using one of the four % available), have them sign it, and often mail it for them to the local social security office whose address I've pre-printed. Clients hate to owe money at the end, and this is painless for them and for me. The SSA office within a week or two sends them a letter in large print confirming that they have requested this withholding, and lets them know the date and amount of next direct-deposit. I highly recommend this method.

Before they retire if it looks like they are going to owe in future, I recommend to them to inform Social Security to withhold federal income tax and it has always worked out okay... especially if they are going to collect benefits early while still working and you have to explain to them the two different ball games...

By the way, it's equally easy to stop withholding social security. Just mail them another voucher to stop. The SSA office is very efficient. It's easier to change withholding with SSA than with pensions and even W-2s.