Recipients of periodic or annuity retirement plan distributions provide a Form W-4P to payors of pension or annuity payments for the correct amount of federal income tax to be withheld from these ...

Retirement plan sponsors need to utilize updated Form W-4P (for periodic pension and annuity payments) and new Form W-4R (for nonperiodic payments and eligible rollover distributions) for income tax ...

The IRS intends to issue guidance concerning the telephonic submission of Form W-4P. However, payers who want to make programmatic changes concerning telephonic submissions of Form W-4P before the ...