Form preview

Get the free Withholding Certificate for W-4P Pension or Annuity Payments

Get Form
FormSubstitute W4PWithholding Certificate for Pension or Annuity Payments17Department of the Treasury Internal Revenue ServicePurpose. Form Substitute W4P is for U.S. citizens, resident aliens, or
We are not affiliated with any brand or entity on this form
4,4
98,753 Reviews
4,5
11,210 Reviews
4,6
715 Reviews
4,6
789 Reviews

Get, Create, Make and Sign withholding certificate for w-4p

Edit
Edit your withholding certificate for w-4p form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share
Share your form instantly
Email, fax, or share your withholding certificate for w-4p form via URL. You can also download, print, or export forms to your preferred cloud storage service.

Editing withholding certificate for w-4p online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
Use the instructions below to start using our professional PDF editor:
1
Set up an account. If you are a new user, click Start Free Trial and establish a profile.
2
Upload a file. Select Add New on your Dashboard and upload a file from your device or import it from the cloud, online, or internal mail. Then click Edit.
3
Edit withholding certificate for w-4p. Add and change text, add new objects, move pages, add watermarks and page numbers, and more. Then click Done when you're done editing and go to the Documents tab to merge or split the file. If you want to lock or unlock the file, click the lock or unlock button.
4
Get your file. When you find your file in the docs list, click on its name and choose how you want to save it. To get the PDF, you can save it, send an email with it, or move it to the cloud.
pdfFiller makes working with documents easier than you could ever imagine. Try it for yourself by creating an account!

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
Learn more about security & compliance
GDPR
AICPA SOC 2
PCI
HIPAA
CCPA
FDA

How to fill out withholding certificate for w-4p

Illustration

How to fill out withholding certificate for w-4p

01
To fill out the withholding certificate for W-4P, follow these steps: 1. Fill in your personal information, such as your name, address, and Social Security number.
02
Determine your filing status, whether it is single, married filing jointly, married filing separately, or head of household.
03
Enter the total number of allowances you are claiming. This number depends on your personal and financial situation. The more allowances you claim, the less tax will be withheld from your income.
04
If you have any additional withholding you want to request, enter the additional amount in the appropriate field.
05
If you are exempt from federal income tax withholding, check the exempt box.
06
Sign and date the form.
07
Submit the completed form to your employer or the entity responsible for withholding taxes from your income.

Who needs withholding certificate for w-4p?

01
Individuals who receive pension or annuity payments and want to adjust the amount of federal income tax withheld from their payments need a withholding certificate for W-4P.
02
Additionally, individuals who have experienced changes in their personal or financial situation, such as getting married or having a child, may also need to fill out a new withholding certificate for W-4P to ensure the correct amount of tax is withheld from their income.
Fill form : Try Risk Free
Users Most Likely To Recommend - Summer 2025
Grid Leader in Small-Business - Summer 2025
High Performer - Summer 2025
Regional Leader - Summer 2025
Easiest To Do Business With - Summer 2025
Best Meets Requirements- Summer 2025
Rate the form
4.9
Satisfied
44 Votes

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

The premium version of pdfFiller gives you access to a huge library of fillable forms (more than 25 million fillable templates). You can download, fill out, print, and sign them all. State-specific withholding certificate for w-4p and other forms will be easy to find in the library. Find the template you need and use advanced editing tools to make it your own.
The pdfFiller app for Android allows you to edit PDF files like withholding certificate for w-4p. Mobile document editing, signing, and sending. Install the app to ease document management anywhere.
Complete your withholding certificate for w-4p and other papers on your Android device by using the pdfFiller mobile app. The program includes all of the necessary document management tools, such as editing content, eSigning, annotating, sharing files, and so on. You will be able to view your papers at any time as long as you have an internet connection.
The withholding certificate for w-4p is a form used by individuals who receive pension, annuity, or similar payments to indicate the amount of federal income tax to be withheld from each payment.
Individuals who receive pension, annuity, or similar payments and want to specify the amount of federal income tax to be withheld are required to file a withholding certificate for w-4p.
To fill out the withholding certificate for w-4p, individuals need to provide their personal information, indicate their filing status, specify the number of allowances, and any additional amount to be withheld.
The purpose of the withholding certificate for w-4p is to ensure that the correct amount of federal income tax is withheld from pension, annuity, or similar payments in accordance with the individual's preferences.
Information such as name, address, social security number, filing status, number of allowances, and any additional amount to be withheld must be reported on the withholding certificate for w-4p.
Fill out your withholding certificate for w-4p online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now
Form preview

Withholding Certificate For W-4p is not the form you're looking for?Search for another form here.

Related Features

Link Age in the Letter Of Recommendation For A Teacher Colleague with ease
Change Background in the Horse Bill Of Sale with ease
Change Background in the Product Quote with ease
Change Background in the Event Satisfaction Survey with ease
Slide Background in the Business Travel Itinerary with ease

Relevant keywords

2017 2016 nonperiodic distributions nonresident w4p ssn 8ben iras checkbox distribution20 taxsheltered omb includible w4 nontax formspubs 10225t roth nontaxable false wouldve nonqualified 4p commonwealths refigure ein retirees worksheets taxable payers wo

Related Forms

Form preview
dot mis form
U.s. department of transportation federal aviation administration faa alcohol testing management information system (mis) data
Fill Now
Form preview
8610 2 formpdffillercom
Feb 28, 2011 ton collected on this form will be included in a privacy
Fill Now
Form preview
faa 8050 4 form
This form identifies the aircraft to be registered, and provides the name and (3)
Fill Now
If you believe that this page should be taken down, please follow our DMCA take down process here .
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.