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IRS Issues New Pension Withholding Forms; Use Is Optional for 2022 (PDF)
Groom Law Group in Taxes the Tax Magazine 
[Guidance Overview] Mar. 3, 2022 "[T]hese forms are optional for 2022, but are required beginning January 1, 2023. The legacy 2021 Form W-4P is available for 2022 for both periodic and non-periodic payments ... A quick look at the pension-withholding rules and the new forms is set forth in [a table], along with some important questions that these changes raise." MORE >> |
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