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dzjb5l
New Member

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?

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‎July 27, 2022 9:55 AM
last updated ‎July 27, 2022 9:55 AM
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John-H2021
Level 6
Level 6

W4 for an annuity

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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‎July 27, 2022 10:05 AM
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