Form W-4P, Withholding Certificate Instructions
This form contains 24 fields organized into 10 sections. Below is a complete list of every field, its type, and what information is expected.
| Field Name | Type | Description |
|---|---|---|
| Additional Instructions | ||
| topmostSubform[0].Page3[0].f3_06[0 | Text |
Provide any additional comments or instructions regarding your withholding preferences.
|
| Additional Withholding | ||
| topmostSubform[0].Page1[0].f1_07[0 | Number |
Enter any additional amount you want withheld from each payment.
|
| topmostSubform[0].Page1[0].Step3_ReadOrder[0].f1_11[0 | Number |
Enter any additional amount you want withheld from each pension or annuity payment.
|
| Deductions | ||
| topmostSubform[0].Page1[0].Step3_ReadOrder[0].f1_09[0 | Number |
Enter the total amount of deductions you expect to claim this year.
|
| Dependents and Withholding | ||
| topmostSubform[0].Page1[0].Step3_ReadOrder[0].f1_10[0 | Text |
Enter the total number of dependents you are claiming for withholding purposes.
|
| Filing Status | ||
| topmostSubform[0].Page1[0].c1_1[0]_1 | CheckBox |
Check this box if you are single or married filing separately.
|
| topmostSubform[0].Page1[0].c1_1[1]_2 | CheckBox |
Check this box if you are married filing jointly or a qualifying widow(er).
|
| topmostSubform[0].Page1[0].c1_1[2]_3 | CheckBox |
Check this box if you are head of household.
|
| topmostSubform[0].Page1[0].f1_15[0 | Text |
Indicate your filing status (e.g., Single, Married, Head of Household).
|
| Income Details | ||
| topmostSubform[0].Page1[0].f1_08[0 | Number |
Enter the total amount of other income you expect this year.
|
| Payer Information | ||
| topmostSubform[0].Page3[0].f3_01[0 | Text |
Enter the name of the payer of your pension or annuity.
|
| topmostSubform[0].Page3[0].f3_02[0 | Text |
Provide the payer's address, including street, city, state, and ZIP code.
|
| topmostSubform[0].Page3[0].f3_03[0 | Text |
Enter the payer's federal identification number.
|
| Payment Information | ||
| topmostSubform[0].Page3[0].f3_04[0 | Text |
Specify the type of pension or annuity payment you are receiving.
|
| topmostSubform[0].Page3[0].f3_05[0 | Date |
Enter the date when the pension or annuity payments began.
|
| Personal Information | ||
| topmostSubform[0].Page1[0].Step1a[0].f1_01[0 | Text |
Enter your first name and middle initial.
|
| topmostSubform[0].Page1[0].Step1a[0].f1_02[0 | Text |
Enter your last name.
|
| topmostSubform[0].Page1[0].Step1a[0].f1_03[0 | Text |
Enter your Social Security Number (SSN).
|
| topmostSubform[0].Page1[0].Step1a[0].f1_04[0 | Text |
Enter your home address (number and street).
|
| topmostSubform[0].Page1[0].f1_05[0 | Text |
Enter your ZIP code. Maximum length is 11 characters.
|
| topmostSubform[0].Page1[0].f1_12[0 | Text |
Provide your full name as it appears on your Social Security card.
|
| topmostSubform[0].Page1[0].f1_13[0 | Text |
Enter your Social Security Number (SSN).
|
| topmostSubform[0].Page1[0].f1_14[0 | Text |
Provide your home address, including street, city, state, and ZIP code.
|
| Withholding Allowances | ||
| topmostSubform[0].Page1[0].f1_06[0 | Number |
Enter the total number of allowances you are claiming.
|