IRS Information

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.

A form to indicate taxes you would like withheld from your pension or annuity payments. Use this form for periodic (monthly/annual) payments. You can send this to the DRS mailing address.

View this short W4P Withholding video for tips on using the withholding calculator to estimate your tax withholding amount.

W-4R

A form to indicate taxes you would like withheld from your nonperiodic (lump-sum/one time) payments. You can send this form to the DRS mailing address.

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.

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.

Like the W-2 you receive when you’re employed, retirees have their own version of income reported to the IRS. This is a tax form called a 1099-R. 1099-R forms for the preceding tax year are normally mailed and posted in your online account near the end of January. See more about the 1099-R tax form.

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.