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Get TX TRS 228A 2020

Federal Income Tax Withholding Certificate TRS228A 09-16 1000 Red River Street Austin TX 78701-2698 512 542-6400 800 223-8778 www.trs.texas.gov I have reviewed the information below and hereby submit this statement of preference regarding how my benefit is to be treated for purposes of federal income tax withholding. I understand that this withholding preference will apply to the taxable portion of all money I receive on a monthly basis from TRS* TRS Participant ID or Social Security Number Name Address Street Address or Box Number City State Zip Code Please Select One of the Following Options I do not wish to have any federal income tax withheld from my benefit. I understand that I am liable for payment of federal income tax on the taxable portion of my benefit and that I may be subject to tax penalties under the estimated tax payment rules if my payment s of estimated tax and withholding are not adequate. The allowances and marital status below are being claimed and I wish to have TRS withhold from my MONTHLY benefit the amount if any of federal income tax determined in accordance with the tax tables marital status and the allowances claimed* I wish to have a total of withheld MONTHLY if this amount is greater than would be withheld on the basis of allowances and marital status claimed and the tax tables. Otherwise withhold in accordance with the tax tables. If you selected 2 or 3 above the following section must be completed* Allowances Claimed 1 for yourself 1 for your spouse Other Total allowances claimed Marital Status Married Single Married but withhold at a higher single rate The Internal Revenue Service Regulation requires TRS to 1. Withhold federal income tax from your monthly benefit unless you tell us in writing that you do not want tax withheld 2. Base withholdings upon tax tables provided by the U*S* Treasury Department annually and 3. Provide you with an opportunity to change your preference selection* Alternatives Available to People Who Are Receiving Benefits As a benefit recipient the following withholding alternatives are available to you 1. You may specify that you do not want federal income tax withheld from your benefit by selecting section 1. 2. You may complete the Allowances Claimed section and select section 2 which will require TRS to determine the amount if any which must be withheld based on federal tax tables. have withheld. The specified amount will be withheld provided it exceeds the amount which must be withheld based on tax tables marital status and allowances claimed* Otherwise the amount required by the tax tables An election of any one of the alternatives will remain in effect until you revoke it. You may revoke or change your election at any time. If you elect not to have withholding applied to your pension payments or if you do not have enough federal income tax withheld from your pension you may be responsible for payment of estimated tax. You may incur penalties under the estimated tax rules if your withholding and estimated tax payments are not sufficient. This TRS form is a substitute for IRS Form W-4P which can be found at www*irs*gov* Teacher Retirement System of Texas Page 1 of 2 Failure to File Certificate with TRS If you do not file a withholding preference certificate TRS is required to assume that you are married and are claiming three allowances. Then if your benefit is large enough to require federal income tax withholding the amount required by the tax tables will automatically be withheld each month. Signature Date.

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