Get It 2104 P

The It 2104 P form allows individuals receiving annuity or pension payments to request income tax withholding. This guide provides a clear and supportive walkthrough for completing this form online, ensuring that you understand each section and field.

Follow the steps to complete the It 2104 P form online.

1. Click the ‘Get Form’ button to obtain the It 2104 P form and open it in your preferred editor.
2. Begin by entering your first name and middle initial, followed by your last name. Make sure to provide the full name as it appears on your official documents.
3. Next, fill in your permanent mailing address, including the apartment number (if applicable), street address, city, and ZIP code to ensure accurate correspondence.
4. Indicate your social security number in the designated field to verify your identity and association with the annuity or pension.
5. Enter your annuity contract claim or identification number, which is essential for the tax documents related to your payments.
6. Specify the whole dollar amount you wish to be withheld from each annuity or pension payment. Remember, this amount must be at least $5 per month.
7. If you are a resident of New York City or Yonkers, indicate the appropriate city income tax amounts in the corresponding fields.
8. Review your entries carefully to ensure accuracy, as incorrect information could delay the processing of your request.
9. Sign and date the form to authorize the withholding request, confirming that the information provided is accurate to the best of your knowledge.
10. Once completed, save your changes, download the form for your records, and submit it to the payer of your annuity or pension.

Start filling out your It 2104 P form online today to ensure proper tax withholding from your annuity or pension payments.