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Step 1 collects personal details and filing status, while Step 2 determines taxable income from jobs and other pensions/annuities, including spouse situations. Step 3 (as applicable) calculates credits using qualifying dependents and other credits. Step 4 (optional) handles other income, deductions, and extra withholding; general guidance covers purpose, choosing no withholding, caution about tax owing or refunds, and self-employment considerations.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/form-w-4p-withholding-certificate-for-periodic-pension-or-annuity-payments-complete-steps-1-5/301845/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/form-w-4p-withholding-certificate-for-periodic-pension-or-annuity-payments-complete-steps-1-5/301845.png","ImageObject",442,249,{"name":88,"@type":89},"Pentious","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-09-24","2026-09-19",true,{"@type":98,"interactionType":99,"userInteractionCount":73},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"Who should complete and submit Form W-4P?","Question",{"text":108,"@type":109},"Give Form W-4P to the payer of your periodic pension or annuity payments so they withhold the correct amount of federal income tax.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"When should you complete Steps 2–4 on the form?",{"text":113,"@type":109},"Complete Steps 2–4 only if they apply to you; otherwise, skip to Step 5. Step 2 is required for certain job or multiple pension/annuity situations.",{"name":115,"@type":106,"acceptedAnswer":116},"What does choosing “No Withholding” on Form W-4P affect?",{"text":117,"@type":109},"It elects not to have federal income tax withheld on your payments, but you may generally owe tax and possibly a penalty if too little tax is withheld.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},301845,1790252724,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":73,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":76,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":139,"read_time":9},1374404730887,"https://ap-avatar.wpscdn.com/davatar_6f874abed73319feea01a86fa6f0fab8","Form W-4P  \nDepartment of the Treasury Internal Revenue Service  \nWithholding Certificate for Periodic Pension or Annuity Payments  \n▶ Give Form W-4P to the payer of your pension or annuity payments.  \nStep 1: Enter Personal Information  \n(a) First name and middle initial Last name  \nAddress  \nCity or town, state, and ZIP code  \nOMB No. 1545-0074  \n2022  \n(b) Social security number  \n(c) Single or Married filing separately  \nMarried filing jointly or Qualifying widow(er)  \nHead of household (Check only if you’re unmarried and pay more than half the costs of keeping up a home for yourself and a qualifying individual.)  \nComplete Steps 2–4 ONLY if they apply to you; otherwise, skip to Step 5. See pages 2 and 3 for more information on each step and how to elect to have no federal income tax withheld (if permitted) .  \nStep 2: Income From a Job and/or Multiple Pensions/ Annuities (Including a Spouse’s Job/ Pension/ Annuity)  \nComplete this step if you (1) have income from a job or more than one pension/annuity, or (2) are married filing jointly and your spouse receives income from a job or a pension/annuity. See page 2 for examples on how to complete Step 2.  \nDo only one of the following.  \n(a) Reserved for future use.  \n(b) Complete the items below.  \n(i) If you (and/or your spouse) have one or more jobs, then enter the total taxable annual pay from all jobs, plus any income entered on Form W-4, Step 4(a), for the jobs less the  \ndeductions entered on Form W-4, Step 4(b), for the jobs. Otherwise, enter “-0-” . . ▶  $   \n(ii) If you (and/or your spouse) have any other pensions/annuities that pay less annually than  \nthis one, then enter the total annual taxable payments from all lower-paying pensions/  \nannuities. Otherwise, enter “-0-” . . . . . . . . . . . . . . . . . . ▶  $ (iii) Add the amounts from items (i) and (ii) and enter the total here . . . . . . . . ▶  $   \nTIP: To be accurate, submit a 2022 Form W-4P for all other pensions/annuities. Submit a new Form W-4 for your  \njob(s) if you have not updated your withholding since 2019. If you have self-employment income, see page 2. If (b)(i) is blank and this pension/annuity pays the most annually, complete Steps 3–4(b) on this form.  \nOtherwise, do not complete Steps 3–4(b) on this form.  \n\n| Step 3: Claim\u003Cbr>Dependent\u003Cbr>and Other Credits | If your total income will be $200,000 or less ($400,000 or less if married filing jointly):\u003Cbr>Multiply the number of qualifying children under age 17 by $2,000 ▶  $  Multiply the number of other dependents by $500 . . . . . ▶  $  Add other credits, such as foreign tax credit and education tax credits ▶  $  Add the amounts for qualifying children, other dependents, and other credits and enter the total here . . . . . . . . . . . . . . . . . . . . . . . . . . . | 3 | $ |\n| --- | --- | --- | --- |\n| Step 4\u003Cbr>(optional): Other Adjustments | (a) Other income (not from jobs or pension/annuity payments). If you want tax withheld on other income you expect this year that won’t have withholding, enter the amount of other income here. This may include interest, taxable social security, and dividends .\u003Cbr>(b) Deductions. If you expect to claim deductions other than the basic standard deduction and want to reduce your withholding, use the Deductions Worksheet on page 3 and | 4(a) | $ |\n|  |  |  |  |\n|  | enter the result here . . . . . . . . . . . . . . . . . . . . . .\u003Cbr>(c) Extra withholding. Enter any additional tax you want withheld from each payment . | 4(b) | $ |\n|  |  | 4(c) | $ |\n\nFor Privacy Act and Paperwork Reduction Act Notice, see page 3. Cat. No. 10225T Form W-4P (2022)  \nGeneral Instructions  \nSection references are to the Internal Revenue Code.  \nFuture developments. For the latest information about any future developments related to Form W-4P, such as legislation enacted after it was published, [go to](go to www.irs.gov/FormW4P)[ www.irs.gov/FormW4P](go to www.irs.gov/FormW4P). Purpose of form. Complete Form W-4P to have payers wi","cbCaikDMcdGFMzw5","https://ap.wps.com/l/cbCaikDMcdGFMzw5","pdf",74124,"English","# Step 1: Enter Personal Information\n## Social security number and filing status\n# Step 2: Income From a Job and/or Multiple Pensions/Annuities\n## Total taxable annual pay and other pensions/annuities\n# Step 3: Claim Dependent and Other Credits\n## Multiply qualifying children and other dependents\n# Step 4 (optional): Other Adjustments\n## Other income, deductions, and extra withholding\n# General Instructions\n## Purpose of form and choosing not to have withholding","[{\"question\":\"Who should complete and submit Form W-4P?\",\"answer\":\"Give Form W-4P to the payer of your periodic pension or annuity payments so they withhold the correct amount of federal income tax.\"},{\"question\":\"When should you complete Steps 2–4 on the form?\",\"answer\":\"Complete Steps 2–4 only if they apply to you; otherwise, skip to Step 5. Step 2 is required for certain job or multiple pension/annuity situations.\"},{\"question\":\"What does choosing “No Withholding” on Form W-4P affect?\",\"answer\":\"It elects not to have federal income tax withheld on your payments, but you may generally owe tax and possibly a penalty if too little tax is withheld.\"}]","Form W-4P - Withholding Certificate for Periodic Pension or Annuity Payments - Complete Steps 1-5 | PDF",1789785804]