1
Who May Use Form A-4P You may use this form to request Arizona income tax withholding if you receive regularly scheduled payments from pensions or annuities that are included in your Arizona gross income from any of the following: Retired or retainer pay for service in the military or naval forces of the United States, Payments received under the United States civil service retirement system from the United States government service retirement and disability fund, Pensions, Traditional Individual Retirement Accounts, or Any other annuity. You may NOT elect to have Arizona income tax withheld from the following: • Any payments NOT received at regular intervals (non-periodic payments), • Lump sum distributions, • Roth Individual Retirement Account distributions, • Veteran’s Administration annuities, or • Railroad Retirement pensions. Where to Mail Form A-4P Mail Form A-4P to the payor of your annuity or pension. Do not mail Form A-4P to the Arizona Department of Revenue. Duration of Voluntary Arizona Withholding Election The payor of your pension or annuity will withhold Arizona income tax from your payments until you notify the payor to change or terminate Arizona withholding. How to Terminate a Voluntary Arizona Withholding Election You may terminate your voluntary Arizona withholding election at any time. You may use Form A-4P to terminate Arizona withholding or you may send a written notice to the payor of your pension or annuity requesting termination of withholding. Statement of Income Tax Withheld The payor of your pension or annuity will provide you with a statement listing the total amount of your pension or annuity payments and the total amount of Arizona income tax withheld from these payments for the calendar year 2018. You will receive this statement from the payor of your pension or annuity early in 2019. ADOR 10122 (17) Type or print your Full Name Your Social Security Number Home Address – number and street or rural route Annuity Contract Claim or I.D. Number City or Town State ZIP Code Telephone Number (with area code) Check either box 1 or box 2: 1 I elect to have Arizona income taxes withheld from my annuity or pension payments as authorized by A.R.S. § 43-404. Withhold from the taxable amount of distribution at the percentage checked (check only one percentage): 0.8% 1.3% 1.8% 2.7% 3.6% 4.2% 5.1% Check this box and enter an extra amount to be withheld per distribution......................... $ 2 I elect to terminate my prior election for voluntary Arizona income tax withholding from my annuity or pension payments as authorized by A.R.S. § 43-404. I certify that I have made the election marked above. SIGNATURE DATE General Instructions Arizona Form A-4P Annuitant’s Request for Voluntary Arizona Income Tax Withholding 2018

Arizona Form A-4P · 2018-02-01 · Who May Use Form A-4P You may use this form to request Arizona income tax withholding if you receive regularly scheduled payments from pensions

  • Upload
    others

  • View
    0

  • Download
    0

Embed Size (px)

Citation preview

Page 1: Arizona Form A-4P · 2018-02-01 · Who May Use Form A-4P You may use this form to request Arizona income tax withholding if you receive regularly scheduled payments from pensions

Who May Use Form A-4PYou may use this form to request Arizona income tax withholding if you receive regularly scheduled payments from pensions or annuities that are included in your Arizona gross income from any of the following:

• Retiredorretainerpayforserviceinthemilitaryornavalforcesofthe United States,

• PaymentsreceivedundertheUnitedStatescivilserviceretirementsystem from the United States government service retirement and disability fund,

• Pensions,

• TraditionalIndividualRetirementAccounts,or

• Anyotherannuity.

You may NOT elect to have Arizona income tax withheld from thefollowing:

• Any payments NOT received at regular intervals (non-periodicpayments),

• Lumpsumdistributions,

• RothIndividualRetirementAccountdistributions,

• Veteran’sAdministrationannuities,or

• RailroadRetirementpensions.

Where to Mail Form A-4PMailFormA-4P to thepayorofyourannuityorpension.DonotmailFormA-4PtotheArizonaDepartmentofRevenue.

Duration of Voluntary Arizona Withholding ElectionThepayorofyourpensionorannuitywillwithholdArizonaincometaxfrom your payments until you notify the payor to change or terminate Arizonawithholding.

How to Terminate a Voluntary Arizona Withholding ElectionYou may terminate your voluntary Arizona withholding election at any time. You may use Form A-4P to terminate Arizona withholding oryou may send a written notice to the payor of your pension or annuity requestingterminationofwithholding.

Statement of Income Tax WithheldThepayorofyourpensionorannuitywillprovideyouwithastatementlisting the total amount of your pension or annuity payments and the total amount of Arizona income tax withheld from these payments for thecalendaryear2018.Youwillreceivethisstatementfromthepayorofyourpensionorannuityearlyin2019.

ADOR10122(17)

TypeorprintyourFullName YourSocialSecurityNumber

HomeAddress–numberandstreetorruralroute AnnuityContractClaimorI.D.Number

CityorTown State ZIPCode TelephoneNumber(withareacode)

Check either box 1 or box 2: 1 IelecttohaveArizonaincometaxeswithheldfrommyannuityorpensionpaymentsasauthorizedbyA.R.S.§43-404.

Withhold from the taxable amount of distribution at the percentage checked (check only one percentage):0.8% 1.3% 1.8% 2.7% 3.6% 4.2% 5.1%

Check this box and enter an extra amount to be withheld per distribution......................... $

2 IelecttoterminatemypriorelectionforvoluntaryArizonaincometaxwithholdingfrommyannuityorpensionpaymentsasauthorizedbyA.R.S.§43-404.

IcertifythatIhavemadetheelectionmarkedabove.

SIGNATURE DATE

General Instructions

Arizona Form

A-4PAnnuitant’s Request for

Voluntary Arizona Income Tax Withholding 2018