dmertz
Level 15

Retirement tax questions

"Purpose. Form W-4P is for U.S. citizens, resident aliens, or their estates who are recipients of pensions, annuities (including commercial annuities), and certain other deferred compensation."  "Other deferred compensation" includes non-periodic payments from retirement plans.  See the instructions for Form W-4P.

However, most payers have the equivalent elections on their distribution-request forms.