2026 Pension and Annuity Withholding Certificate

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Complete all required fields

Fields marked with an asterisk are required before you can submit Form W-4P.

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

Complete Steps 3 through 4(b) on this form only when the job-income field above is blank and this pension or annuity pays the most annually.

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.

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Date

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Form W-4P Department of the Treasury
Internal Revenue Service

Withholding Certificate for Periodic Pension or Annuity Payments Give Form W-4P to the payer of your pension or annuity payments.

2026

Step 1:
Enter Personal Information

First name and middle initial

Last name

Social Security Number

Address

City or town, state, and ZIP code

Filing status: Not selected

Step 2:
Job or Multiple Pensions or Annuities

2(b)(i) Annual taxable income from jobs

$0.00

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

$0.00

2(b)(iii) Total annual income

$0.00

Step 3:
Claim Dependent and Other Credits

3(a) Qualifying children credit

$0.00

3(b) Other dependent credit

$0.00

3(c) Other credits

$0.00

Step 3 total

$0.00

Step 4:
Other Adjustments

4(a) Other income

$0.00

4(b) Deductions

$0.00

4(c) Extra withholding from each payment

$0.00

No withholding requested: No

Step 5:
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Create Your W-4P Form Online

Enter Details

Review

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Step 1: Personal Information

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

Step 3: Claim Dependent and Other Credits

Step 4: Other Adjustments

Step 5: Signature and Delivery

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