Create Your W-4P Form Online

How it works

Enter your personal, pension, and withholding information.
Complete any credits, adjustments, or additional withholding that apply.
Review the completed W-4P and submit your information.

Step 1: Personal Information

First name

Middle initial

Last name

Address

City or town

State

ZIP code

Social Security Number

Filing status

Single or Married filing separately Married filing jointly or Qualifying surviving spouse Head of household

Step 2: Income From a Job or Multiple Pensions or Annuities

Complete this step when you have income from a job, more than one pension or annuity, or when filing jointly and your spouse receives job, pension, or annuity income.

2(b)(i) Total taxable annual income from jobs

2(b)(ii) Lower-paying pensions or annuities

2(b)(iii) Total annual income

Step 3: Claim Dependent and Other Credits

Complete this step when your total income will be $200,000 or less, or $400,000 or less when married filing jointly.

Qualifying children under age 17 Each qualifying child is multiplied by $2,200.

3(a) Children credit

Other dependents Each other dependent is multiplied by $500.

3(b) Other dependent credit

3(c) Other credits

Step 3 total credits

Step 4: Other Adjustments

4(a) Other income

Do not include income from jobs or pension and annuity payments.

4(b) Deductions

4(c) Extra withholding from each payment

I request that no federal income tax be withheld from my periodic pension or annuity payments.

Step 5: Signature and Delivery

Form W-4P is not valid unless it is signed. Give the completed form to the payer of your pension or annuity payments.

Your signature

Use your mouse or finger to sign.

Date

Email address

How can we help?

Fill out your information, and we'll do the calculations for you