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Level 1
Jul 27, 2022 4:55 PM UTC
Question

W4 for an annuity

I will begin collecting on an annuity this fall and the forms from the company had a special W4 which I am not familiar with. Do I have to use that form?

    1 reply

    John-H2021
    Level 6
    Jul 27, 2022 5:05 PM UTC

    Hello dzjb51,

     

    In order to have with holding from the annuity you would need to provide them with a W-4p. Here is the link https://www.irs.gov/pub/irs-pdf/fw4p.pdf

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