Complete Form W-4R so your payer can withhold the correct amount of federal income tax from your nonperiodic payment(s) or eligible rollover distribution from an employer retirement plan, annuity (including a commercial annuity), or individual retirement arrangement (IRA). Current revision Form W-4R PDF Recent developments Additional Guidance for Substitute and Telephonic Submissions of Forms W-4P and W-4R -- 01-SEPT-2022 Payers have the option to use either the 2021 Form W-4P or the 2022 Forms W-4P and/or W-4R for 2022 -- 11-FEB-2022 Other items you may find useful All Form W-4R Revisions About Form W-4 P, Withholding Certificate for Periodic Pension or Annuity Payments About Publication 505, Tax Withholding and Estimated Tax Other Current Products