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dzjb5l
July 27, 2022
Question

W4 for an annuity

  • July 27, 2022
  • 1 reply
  • 0 views

I will begin collecting on an annuity this fall and the forms from the company had a special W4 which I am not familiar with. Do I have to use that form?

    1 reply

    John-H2021
    John-H2021
    July 27, 2022

    Hello dzjb51,

     

    In order to have with holding from the annuity you would need to provide them with a W-4p. Here is the link https://www.irs.gov/pub/irs-pdf/fw4p.pdf

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