Recipients of periodic or annuity retirement plan distributions provide a Form W-4P to payors of pension or annuity payments for the correct amount of federal income tax to be withheld from these ...

Effective as of January 1, 2023, payors of qualified plan distributions have been required to use a redesigned IRS Form W-4P for payee withholding elections on periodic payments and a new Form W-4R ...

Tax season is still underway in the United States and that means many people are still having to file the various tax forms, which can be confusing at times. One form that has created some headaches ...

The IRS intends to issue guidance concerning the telephonic submission of Form W-4P. However, payers who want to make programmatic changes concerning telephonic submissions of Form W-4P before the ...

The Internal Revenue Service has issued final regulations that update the federal income tax withholding rules for certain periodic retirement and annuity payments made after Dec. 31. In July, the IRS ...

As background, changes made by the Tax Cuts and Jobs Act in 2017 required the IRS to revise the withholding tables and develop new forms to use to withhold taxes from periodic payments. As we near the ...

2012 Oregon Income Tax: I claimed one allowance on Form W-4P for tax withholdings from my monthly Oregon PERS check. After filing form 40 this year, with one exemption, I am due a $850 refund. Since ...