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Release of 2026 Forms W-4P/W-4R Trigger Effective Dates for Substitute Forms
Convergent Retirement Plan Solutions, LLC 
[Guidance Overview] Dec. 18, 2025 "With the release dates of December 11th and December 17th respectively, all changes made to the 2026 Forms W-4P must be incorporated in substitute forms by no later than January 10, 2026, and the changes made to the 2026 Form W-4R must be incorporated in substitute forms by no later than January 16, 2026." MORE >> |
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