The draft of the 2025 federal withholding certificate for periodic pensions and annuities was released Sept. 17 by the Internal Revenue Service.
Changes to the draft 2025 Form W-4P, Withholding Certificate for Periodic Pension or Annuity Payments, are similar to those for the draft of the 2025 standard Form W-4 and include more guidance on when to use the IRS’s Tax Withholding Estimator.
Amounts on the form’s worksheet were also replaced by placeholders.
Learn more about Bloomberg Tax or Log In to keep reading:
See Breaking News in Context
From research to software to news, find what you need to stay ahead.
Already a subscriber?
Log in to keep reading or access research tools and resources.