Other Items Related To Form W-4P
Form W-4, Employee's Withholding Allowance Certificate
Complete Form W-4 so that your employer can withhold the correct federal income tax from your pay. Consider completing a new Form W-4 each year and when your personal or financial situation changes.
Form W-4V, Voluntary Withholding Request
Use Form W-4V to ask the payer to withhold federal income tax from certain government payments.
Form W-8BEN, Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding
Give this form to the withholding agent or payer if you are a foreign person and you are the beneficial owner of an amount subject to withholding. Submit Form W-8BEN when requested by the withholding agent or payer whether or not you are claiming a reduced rate of, or exemption from, withholding.
Publication 505, Tax Withholding and Estimated Tax
Publication 505 explains the two methods for the pay-as-you-go federal income tax, withholding and estimated tax.
Publication 515, Withholding of Tax on Nonresident Aliens and Foreign Entities
This publication is for withholding agents who pay income to foreign persons, including nonresident aliens, foreign corporations, foreign partnerships, foreign trusts, foreign estates, foreign governments, and international organizations.
Publication 519, U.S. Tax Guide for Aliens
For tax purposes, an alien is an individual who is not a U.S. citizen. Aliens are classified as nonresident aliens and resident aliens. This publication will help to determine an individual's status and gives information needed to file returns.
Publication 919, How Do I Adjust My Tax Withholding?
The purpose of this publication is to help you check your withholding and, if necessary, prepare a new Form W-4 to adjust your withholding.
Publication 972, Child Tax Credit
The purpose of this publication is to figure the child tax credit you may claim, and to figure the amount of earned income to enter on Form 8812, Additional Child Tax Credit.
Form 1040-ES, Estimated Tax for Individuals
Use this package to figure and pay your estimated tax.
Form 1042-S, Foreign Person's U.S. Source Income Subject to Withholding
Use Form 1042-S to report income described under Amounts Subject to Reporting on Form 1042-S, later, and to report amounts withheld under Chapter 3 of the Internal Revenue Code or to report distributions of effectively connected income by a publicly traded partnership or nominee.
Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
File Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc., for each person to whom you have made a designated distribution or are treated as having made a distribution of $10 or more from profit-sharing or retirement plans, any individual retirement arrangements (IRAs), annuities, pensions, insurance contracts, survivor income benefit plans, permanent and total disability payments under life insurance contracts, charitable gift annuities, etc.