1820 Income Tax Deductions Form - Federal & State Income Tax Deductions

Sep 19, 2026

Upload by Kurz

Indiana University IU 18/20 Retirement Plan form collects participant information and options for federal and Indiana (state and county) income tax withholding. The form lets retirees either continue current withholding within the university system or change withholding by enclosing IRS W-4 and Indiana WH-4 forms. It also addresses tax withholding choices effective after retirement, including selecting a new state withholding form or opting to handle state payments personally. The participant must sign and date to confirm responsibility for correct withholding.

LanguageEnglish

CategoryForms

FormatPDF

Pages1

AccessFree to download

Section 1—Participant Information

Section 2—Deductions

Federal Income Tax Withholding

Indiana State & County Income Tax Withholding

Section 3—Participant Signature

INDIANA UNIVERSITY IU 18/20 RETIREMENT PLAN FEDERAL & STATE INCOME TAX DEDUCTIONS | SECTION 1—PARTICIPANT INFORMATION | | | | --- | --- | --- | | Name: | | University 10-Digit ID: | | Phone: | Retirement Date: | | | SECTION 2—DEDUCTIONS | | | | --- | --- | --- | | | | 1. As of my retirement date, I will remain a resident of Indiana. Please continue my Federal and Indiana state and county income tax withholdingsas they currently are in the IU system.
2. I will remain a resident of Indiana and wish to change my Federal and/or Indiana state and county income tax withholdings (Choose option A or B for both Federal and State income tax withholdings and complete any necessary forms) .
Federal Income Tax Withholding:
Option A-Continue my current Federal income tax withholdings as they currently are in the IU system.
Option B-Change my Federal income tax withholding- I have enclosed IRS form W-4 .
Indiana State & County Income Tax Withholding:
Option A-Continue my current Indiana state & county income tax withholdings as they currently are in the IU system.
Option B-Change my Indiana state & county income tax withholding- I have enclosed State of Indiana form WH-4 .
3. Upon my retirement from IU, I will become a resident of the state of
Federal Income Tax Withholding:
Option A-Continue my current Federal income tax withholdings as they currently are in the IU system.
Option B-Change my Federal income tax withholding- I have enclosed IRS form W-4 .
State & County Income Tax Withholding:
Option A- I have enclosed a state income tax withholding form for my new state of residence.
Option B- I will be responsible for making any state income tax payments on my own as necessary and wish to have no state income tax withholding. | | | | | | | | | | | | | | SECTION 3—PARTICIPANT SIGNATURE | | | --- | --- | | I understand that I am responsible for ensuring my income tax withholding is correct for my personal tax situation. | | | Signature: | Date: | To sign and submit this form digitally you must first save it to your device. [This form can also be sent to](This form can also be sent to askhr@iu.edu)[ ](This form can also be sent to askhr@iu.edu)[askhr@iu.edu](This form can also be sent to askhr@iu.edu); or mailed to IU Human Resources, ATTN: 18/20 Retirement, 2709 E. 10th Street, Ste 321, Bloomington, IN 47408. PRINT SAVE SUBMIT IUHR 04/2023

FAQs

What options does the form provide for federal income tax withholding?

The form offers Option A to continue current federal withholding in the IU system, or Option B to change federal withholding by enclosing IRS form W-4.

What options does the form provide for Indiana state and county income tax withholding?

The form offers Option A to continue current Indiana state and county withholding in the IU system, or Option B to change it by enclosing State of Indiana form WH-4.

What does the participant sign to confirm?

The participant signs to acknowledge responsibility for ensuring their income tax withholding is correct for their personal tax situation.

Sep 19, 2026

Upload by Kurz