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CT-W4P Filing Instructions

Legislation passed in 2017 requires payers that maintain an office or transact business in CT and make payments of taxable pensions or annuity distributions to CT residents, to withhold income tax from such distributions. Pension recipients need to file Form CT-W4P with their pension payer so that the correct amount of tax is withheld. If the form is not filed with the payer, the payer will withhold at a rate of 6.99%.

Please Note:

If you have already submitted a new Form CT-W4P that is effective January 1, 2018, to your pension payer/administrator; you should not resubmit. This change to instructions is simply a clarification for those who have not yet filed the form.

Although this form is made available to you by CT DRS, the form must be submitted directly to your pension payer, not to DRS. It is the payer who is responsible to withhold the taxes. Please direct any questions to your payer, not to DRS.

Download updated Form CT-W4P