IRS Forms and Tools

Refer to this list of IRS forms and tools to complete your important tax-related tasks. Before you fill out your forms or use the withholding calculator, you might want to speak with your tax advisor or the IRS if you have questions about your taxes.

W-4P

Withholding certificate for pension or annuity payments. Use this form to tell payers the correct amount of federal income tax to withhold from your payment(s).

W-8BEN

Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding. Note: This form is on the IRS website. Use the search function on the IRS website to locate the form.

W-9

Request for Taxpayer Identification Number (TIN) and Certification. Note: This form is on the IRS website. Use the search function on the IRS website to locate the form.

1099-R – Sample Form

1099-R forms for the preceding tax year are normally mailed and posted in your online account near the end of January. For more about what's in the form, see the Guide to Understanding Your 1099-R.

Federal Income Tax Withholding Calculator

This tool is provided to assist you with your federal income tax withholding. The calculations are based on information you entered, and do not reflect the full complexity of federal income tax law. Contact your tax advisor or the IRS if you have questions about your taxes.

If you're retired, you may sign into your online retirement account, and update your withholding by using a personalized calculator.

Resources

Retirement Planning

Voluntary Programs