Connecting with Retirees: 1099-R and W-4P Tax Forms

2487464 · February 26, 2025

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The Connecting with Retirees webinar series addresses issues relevant to TRS retirees, focusing on tax forms like the 10 99 R and W-4P.

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If you have been retired for a few (or many) years, it just might be time to review some things that may have changed. The Connecting with Retirees: 1099-R and W-4P Tax Forms webinar provides information about your 1099-Rs and, if needed, how to update your federal tax withholding using the W-4P form.

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Transcript

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