[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-301319-105":53,"doc-detail-301319-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","withholding-certificate-form-w-4p-2026","Withholding Certificate - Form W-4P (2026)","","Form W-4P (2026) instructions and worksheet guide periodic pension and annuity recipients on completing a withholding certificate to request federal income tax withholding. It covers personal information, filing status options, and calculations for taxable annual payments from pensions or annuities, including how to use IRS estimators. It also explains entering dependent and other credits, other income, deductions, extra withholding, and a no-withholding election, concluding with signature and privacy notice references.",{"@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/withholding-certificate-form-w-4p-2026/301319/",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/withholding-certificate-form-w-4p-2026/301319.png","ImageObject",442,249,{"name":88,"@type":89},"Bintang","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},"What is Form W-4P used for?","Question",{"text":108,"@type":109},"Complete Form W-4P to have payers withhold the correct amount of federal income tax from periodic pension and annuity payments and certain plan or IRA payments.","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; otherwise, skip to Step 5. The instructions specify completion based on income sources and filing situations.",{"name":115,"@type":106,"acceptedAnswer":116},"How do you calculate amounts for Step 3 dependent and other credits?",{"text":117,"@type":109},"Step 3 instructs multiplying qualifying children under 17 by the given rate, multiplying other dependents by the given amount, and adding other credits, then entering the total.","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},301319,1790248960,{"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":79,"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":73},962085564381,"https://ap-avatar.wpscdn.com/davatar_6f874abed73319feea01a86fa6f0fab8","Step 2:  \nIncome From  \na Job and/or  \nDo only one of the following.  \nMultiple  \nPensions/  \nAnnuities  \n(b)Complete the items below.  \n(Including a  \nSpouse's  \nJob/Pension/  \nAnnuity)  \nWithholding Certificate  \n\n| Department of the Treasury  \u003Cbr>Internal Revenue Service   |  | for Periodic Pension or Annuity Payments  \u003Cbr>Give Form W-4P to the payer of your pension orannuity payments.   |  |  | 2026   |\n| --- | --- | --- | --- | --- | --- |\n| Step 1:  \u003Cbr>Enter  \u003Cbr>Personal  \u003Cbr>Information   | (a)First name and middle initial   |  | Last name   | (b)Social security number   |  |\n|  | Address   |  |  |  |  |\n|  | City or town,state,and ZIP code   |  |  |  |  |\n|  | (c)  \u003Cbr>Single or Married filing separately  \u003Cbr>Married filing jointly or Quaifying surviving spouse  \u003Cbr>Head of household (Check only if youre unmaried and pay more than half the costs of keeping up a home for yourself and a qualifying individual)   |  |  |  |  |\n|  | Caution:To claim certain creditsor deductions on your tax return,you (and/or your spouse if maried filing jointy)are requred to have a social security  \u003Cbr>number valid for employment.See page 2 for more information.   |  |  |  |  |\n\nTIP:Consider using the estimator at www.irs.gov/W4App to determine the most accurate withholding for the rest of the year if you:  \nare completing this form after the beginning of the year;expect to receive your payments only part of the year;or have canges duringthe year in your marital status,number of pensions/jobs for you (and/or your spouse if marriedfling jointly),dependents,other income(not from jobs or pension/annuity payments),deductions,or credits.Have your most recent payment statements/pay stubs from thisyear available when using the estimator.At the beginning of next year,use the estimator again to recheck your withholding.  \nComplete Steps 2-4ONLY if they apply to you;otherwise,skip to Step5.See pages 2 and 3 for more information on each step,when to use the estimator at www.irs.gov/W⁴App,and how to elect to have no federal income tax withheld (if permitted)      \nComplete this step if you(1)have income from a job or more than one pension/annuity,or(2)are married filingjointly and your spouse receives income from a job or a pension/annuity.See page 2 for examples on how tocomplete Step 2.  \n(a)Use the estimator at www.irs.gov/W4App for the most accurate withholding for this step (and Steps 3-4).If you  \nor your spouse have self-employment income,use this option;or  \n(i)If you (and/or your spouse)have one or more jobs,then enter the total taxable annualpay from all jobs,plus any income entered on Form W-4,Step 4(a),for the jobs,minusthe deductions entered on Form W-4,Step 4(b),for the jobs.Otherwise,enter“-0-”..$             \n(i)If you (and/or your spouse)have any other pensions/annuities that pay less annuallythan this pension/annuity,then enter the total annual taxable payments from all lower-paying pensions/annuities.Otherwise,enter“-0-”....   .........         \n(ii)Add the amounts from items (i)and(i)and enter the total here  ......  $      \nTIP:To be accurate,submit a new Form W-4Pfor allother pensions/annuities if you haven't updated yourwithholding since 2021 or this is a new pension/annuity that pays less than the other(s).Submit a new Form W-4for your job(s)if you have not updated your withholding since 2019.  \nComplete Steps 3-4(b)on this form onlyif(bY()is blank and this pension/annuity pays the most annually.Otherwise,do not complete  \n\n| Steps 3-4(b)on this form.   |  |  |  |  |  |\n| --- | --- | --- | --- | --- | --- |\n| Step 3:   | If your total income will be $200,000 or less($400,000 or less if   |  |  |  |  |\n| Claim  \u003Cbr>Dependent  \u003Cbr>and Other  \u003Cbr>Credits   | married filing jointly):  \u003Cbr>(a)Multiply the number of qualifying children under age 17 by  \u003Cbr>3(a)  \u003Cbr>$2,200 .  .  .  .  .  .  .  .  .  .   |  | $   |  |  |\n|  | (b)Multiply the number of other dependents by $500 ....  \u003Cbr>3(b)   |  | $   |  |  |\n|  | (c)Add other credit","cbCaip1vpiFyDrAg","https://ap.wps.com/l/cbCaip1vpiFyDrAg","pdf",129893,"English","# Step 2: Income From a Job and/or Pensions/Annuities\n## Complete the items below\n# Tips for Accurate Withholding\n## Use the estimator during the year and recheck next year\n# Complete Steps 2-4 Only if Applicable\n## How to complete Step 2\n# Step 3: Claim Dependent and Other Credits\n## 3(a) qualifying children\n## 3(b) other dependents\n## 3(c) other credits\n# Step 4: Other Adjustments\n## 4(a) other income\n## 4(b) deductions\n## 4(c) extra withholding\n# Step 5: Sign\n# General Instructions","[{\"question\":\"What is Form W-4P used for?\",\"answer\":\"Complete Form W-4P to have payers withhold the correct amount of federal income tax from periodic pension and annuity payments and certain plan or IRA payments.\"},{\"question\":\"When should you complete Steps 2–4 on the form?\",\"answer\":\"Complete Steps 2–4 only if they apply; otherwise, skip to Step 5. The instructions specify completion based on income sources and filing situations.\"},{\"question\":\"How do you calculate amounts for Step 3 dependent and other credits?\",\"answer\":\"Step 3 instructs multiplying qualifying children under 17 by the given rate, multiplying other dependents by the given amount, and adding other credits, then entering the total.\"}]","Withholding Certificate - Form W-4P (2026) | PDF",1789780997]