Form W-4p - Withholding Certificate For Pension Or Annuity Payments - 2014
Download a blank fillable Form W-4p - Withholding Certificate For Pension Or Annuity Payments - 2014 in PDF format just by clicking the "DOWNLOAD PDF" button.
Open the file in any PDF-viewing software. Adobe Reader or any alternative for Windows or MacOS are required to access and complete fillable content.
Complete Form W-4p - Withholding Certificate For Pension Or Annuity Payments - 2014 with your personal data - all interactive fields are highlighted in places where you should type, access drop-down lists or select multiple-choice options.
Some fillable PDF-files have the option of saving the completed form that contains your own data for later use or sending it out straight away.
ADVERTISEMENT
1W-4P
OMB No. 1545-0074
Withholding Certificate for
Form
2014
Pension or Annuity Payments
Department of the Treasury
Internal Revenue Service
Purpose. Form W-4P is for U.S. citizens, resident aliens, or their estates
What do I need to do? Complete lines A through G of the Personal
who are recipients of pensions, annuities (including commercial annuities),
Allowances Worksheet. Use the additional worksheets on page 2 to
and certain other deferred compensation. Use Form W-4P to tell payers the
further adjust your withholding allowances for itemized deductions,
correct amount of federal income tax to withhold from your payment(s).
adjustments to income, any additional standard deduction, certain credits,
You also may use Form W-4P to choose (a) not to have any federal income
or multiple pensions/more-than-one-income situations. If you do not want
any federal income tax withheld (see Purpose, earlier), you can skip the
tax withheld from the payment (except for eligible rollover distributions or
payments to U.S. citizens delivered outside the United States or its
worksheets and go directly to the Form W-4P below.
possessions) or (b) to have an additional amount of tax withheld.
Sign this form. Form W-4P is not valid unless you sign it.
Your options depend on whether the payment is periodic, nonperiodic,
Future developments. The IRS has created a page on IRS.gov for
information about Form W-4P and its instructions, at
or an eligible rollover distribution, as explained on pages 3 and 4. Your
previously filed Form W-4P will remain in effect if you do not file a Form
Information about any future developments affecting Form W-4P (such as
W-4P for 2014.
legislation enacted after we release it) will be posted on that page.
Personal Allowances Worksheet (Keep for your records.)
A Enter “1” for yourself if no one else can claim you as a dependent .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
A
• You are single and have only one pension; or
• You are married, have only one pension, and your spouse
B Enter “1” if:
has no income subject to withholding; or
.
.
.
.
.
.
.
.
.
.
.
B
• Your income from a second pension or a job or your spouse’s
pension or wages (or the total of all) is $1,500 or less.
C Enter “1” for your spouse. But, you may choose to enter “-0-” if you are married and have either a spouse who has
income subject to withholding or more than one source of income subject to withholding. (Entering “-0-” may help
you avoid having too little tax withheld.) .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
C
D Enter number of dependents (other than your spouse or yourself) you will claim on your tax return
.
.
.
.
.
D
E Enter “1” if you will file as head of household on your tax return .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
E
F Child Tax Credit (including additional child tax credit). See Pub. 972, Child Tax Credit, for more information.
• If your total income will be less than $65,000 ($95,000 if married), enter “2” for each eligible child; then less “1” if
you have three to six eligible children or less “2” if you have seven or more eligible children.
• If your total income will be between $65,000 and $84,000 ($95,000 and $119,000 if married), enter “1” for each
eligible child .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
F
G
G Add lines A through F and enter total here. (Note. This may be different from the number of exemptions you claim on your tax return.)
• If you plan to itemize or claim adjustments to income and want to reduce your withholding,
For
see the Deductions and Adjustments Worksheet on page 2.
accuracy,
• If you are single and have more than one source of income subject to withholding or are
complete
married and you and your spouse both have income subject to withholding and your
all
combined income from all sources exceeds $50,000 ($20,000 if married), see the Multiple
worksheets
Pensions/More-Than-One-Income Worksheet on page 2 to avoid having too little tax withheld.
that apply.
• If neither of the above situations applies, stop here and enter the number from line G on line 2
of Form W-4P below.
Separate here and give Form W-4P to the payer of your pension or annuity. Keep the top part for your records.
W-4P
OMB No. 1545-0074
Withholding Certificate for
Form
2014
Pension or Annuity Payments
Department of the Treasury
For Privacy Act and Paperwork Reduction Act Notice, see page 4.
Internal Revenue Service
Your first name and middle initial
Last name
Your social security number
Claim or identification number
Home address (number and street or rural route)
(if any) of your pension or
annuity contract
City or town, state, and ZIP code
Complete the following applicable lines.
1 Check here if you do not want any federal income tax withheld from your pension or annuity. (Do not complete line 2 or 3.)
2 Total number of allowances and marital status you are claiming for withholding from each periodic pension or
annuity payment. (You also may designate an additional dollar amount on line 3.)
.
.
.
.
.
.
.
.
.
.
.
(Enter number
Marital status:
Single
Married
Married, but withhold at higher Single rate.
of allowances.)
3 Additional amount, if any, you want withheld from each pension or annuity payment. (Note. For periodic payments,
you cannot enter an amount here without entering the number (including zero) of allowances on line 2.)
.
.
.
.
$
Your signature
Date
W-4P
Form
(2014)
Cat. No. 10225T
ADVERTISEMENT
0 votes
Related Articles
Related forms
Related Categories
Parent category: Financial