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Tax law changes
Has anyone asked their Fidelity rep if form W-4R can be used? The instructions for this form include the statement "Complete Form W-4R to have payers withhold the correct amount of federal income tax from your nonperiodic payment or eligible rollover distribution from an employer retirement plan, annuity (including a commercial annuity), or individual retirement arrangement (IRA)."
‎November 3, 2023
8:27 AM