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Withholding Certificate for Pension or Annuity Payments (Form W-4P Combo Fed & State) This form replaces any prior W-4P you may have completed. 2014 Form W-4P Type or print your full name Phone Number
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How to fill out form w-4p combo

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How to fill out Form W-4P Combo:

01
Start by providing your personal information on the first section of the form. This includes your name, address, and social security number.
02
Move on to the "Filing Status" section, where you will select your filing status (such as single, married filing jointly, etc.). This will determine the amount of tax withholding from your pension or annuity.
03
In the "Deductions, Adjustments, and Additional Income Worksheet" section, you will need to calculate any adjustments or deductions that may apply to you. This could include deductions for dependents, itemized deductions, or any additional income.
04
If you have multiple sources of income or a working spouse, you may need to use the "Multiple Pensions/More-than-One-Income Worksheet" to accurately calculate your tax withholding.
05
The next section is for claiming exemptions. Here, you can indicate any exemptions you qualify for, such as being blind or over the age of 65. The more exemptions you claim, the less tax will be withheld from your pension or annuity.
06
Finally, sign and date the form to certify that the information provided is accurate and complete. Make sure to include your phone number and email address for any potential follow-up or correspondence.

Who needs Form W-4P Combo?

01
Individuals who receive pension or annuity payments and need to have federal income tax withheld from these payments.
02
Retirees or beneficiaries who want to adjust the amount of tax withholding from their pension or annuity.
03
Individuals who have experienced a change in their financial situation and need to update their tax withholding information for their pension or annuity.
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Form W-4P combo is a combination of Form W-4P, Withholding Certificate for Pension or Annuity Payments, and Form W-4, Employee's Withholding Certificate.
Individuals receiving pension or annuity payments who want to adjust the amount of federal income tax withheld.
Fill out the required information on both Form W-4P and Form W-4 following the instructions provided by the IRS.
The purpose of Form W-4P combo is to determine the correct amount of federal income tax to be withheld from pension or annuity payments.
Information such as name, address, filing status, number of allowances, and any additional amount of tax to withhold.
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