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Level 1
May 24, 2023
Question

W4

  • May 24, 2023
  • 1 reply
  • 2 views

I want to update a W4 form for my pension provider.  Which W4 form do I use?  W4r or W4p?

1 reply

srubino
Level 2
May 24, 2023

Hello, Form W-4P is used for taxable periodic pension and annuity payments, and new Form W-4R is used for taxable non-periodic payments and eligible rollover distributions.

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