IRS Form W-4P walkthrough (Withholding Certificate for Periodic Pension or Annuity Payments)

Video Description

Subscribe to our YouTube channel: https://www.youtube.com/channel/UCPQFIx80N8_a3MC6Gx9If2g?sub_confirmation=1 Subscribe to our newsletter: https://tinyurl.com/3b8kejnb Tired of doing it yourself? Here are several ways we can work together: *Prepare my tax return!*: https://calendly.com/forrest-teachmepersonalfinance/tax-prep-initial-meeting *Do a tax projection for me*: https://calendly.com/forrest-teachmepersonalfinance/tax-projection-meeting-intro *Help me build my Roth Conversion Roadmap*: https://calendly.com/forrest-teachmepersonalfinance/roth-conversion-roadmap-first-meeting *I just need help with one thing or to talk something over with Forrest*: https://calendly.com/forrest-teachmepersonalfinance/30min? Please feel free to check out our article, where we've written step by step instructions to help you walk through this tax form! https://www.teachmepersonalfinance.com/irs-form-w-4p-instructions/ If you’re looking for tutorials for other IRS Forms that you can file directly through the IRS website, check out our free fillable forms page: https://www.teachmepersonalfinance.com/free-fillable-tax-forms/ Want to use the IRS online estimator tool, but don't know how? Check out our tutorial! https://youtu.be/zXA4ut_OTzU Here are links to articles and videos we've created about other tax forms mentioned in this video or its accompanying article: IRS Form W-4, Employee’s Withholding Certificate Article: https://www.teachmepersonalfinance.com/irs-form-w-4-instructions/ Video: https://youtu.be/a7qxsGYLtkU IRS Form W-4R, Withholding Certificate for Nonperiodic Payments and Eligible Rollovers Article: https://www.teachmepersonalfinance.com/irs-form-w-4r-instructions/ Video: https://youtu.be/Aa_n50wOA_I Form SS-5, Application for New Social Security Card Article: https://www.teachmepersonalfinance.com/form-ss-5/ Video: https://youtu.be/0IyV5ZA5Z50 IRS Form 1116, Foreign Tax Credit Article: https://www.teachmepersonalfinance.com/irs-form-1116-instructions/ Video: https://youtu.be/PHHWbiB8LpY IRS Form 8863, Education Credits Article: https://www.teachmepersonalfinance.com/irs-form-8863-instructions/ Video: https://youtu.be/ZHw6UqA4l0c IRS Schedule 8812, Child Tax Credit or Credit for Other Dependents Article: https://www.teachmepersonalfinance.com/schedule-8812-instructions/ Video: https://youtu.be/g-BklQfU_gI IRS Form 5695, Residential Energy Credits Article: https://www.teachmepersonalfinance.com/irs-form-5695-instructions/ Video: https://youtu.be/x5WT_h8ACQU IRS Schedule 3, Additional Credits & Payments Article: https://www.teachmepersonalfinance.com/irs-schedule-3-instructions/ Video: https://youtu.be/mh4XzSzrNeM IRS Schedule 1, Additional Income and Adjustments to Income Article: https://www.teachmepersonalfinance.com/irs-schedule-1-instructions/ Video: https://youtu.be/TUMnegmniDI IRS Schedule A, Itemized Deductions Article: https://www.teachmepersonalfinance.com/irs-schedule-a-instructions/ Video: https://youtu.be/-7YUwQ6Q1LI IRS Form 1099-INT, Interest Income Article: https://www.teachmepersonalfinance.com/irs-form-1099-int-instructions/ Video: https://youtu.be/WBnysIIwrl0 IRS Form 1099-DIV, Dividends and Distributions Article: https://www.teachmepersonalfinance.com/irs-form-1099-div-instructions/ Video: https://youtu.be/erjDQs338DA IRS Form 1099-R Instructions (Distributions from Pensions, Retirement Plans, etc) Article: https://www.teachmepersonalfinance.com/irs-form-1099-r-instructions/ Video: https://youtu.be/xyIt6e33sso IRS Form 4684, Casualties and Thefts Article: https://www.teachmepersonalfinance.com/irs-form-4684-instructions/ Video: https://youtu.be/BCl3G3nHq6w IRS Form 1098-E, Student Loan Interest Statement Article: https://www.teachmepersonalfinance.com/irs-form-1098-e-instructions/ Video: https://youtu.be/aAwmdBSMrSQ IRS Form 2106, Employee Business Expenses Article: https://www.teachmepersonalfinance.com/irs-form-2106-instructions/ Video: https://youtu.be/-2D4bruguz0 IRS Form 8889, Health Savings Accounts Article: https://www.teachmepersonalfinance.com/irs-form-8889-instructions/ Video: https://youtu.be/lqpg1tTDwsY IRS Form 3903, Moving Expenses Article: https://www.teachmepersonalfinance.com/irs-form-3903-instructions/ Video: https://youtu.be/jJJ9ZPLs3KA IRS Schedule SE, Self-Employment Tax Article: https://www.teachmepersonalfinance.com/schedule-se-instructions/ Video: https://youtu.be/SmRTyhd0RnI