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How to use or fill out TRS Form 228A Federal Income Tax Withholding Preference and Tax Tables
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Click ‘Get Form’ to open it in the editor.
Enter your TRS Participant ID or Social Security Number at the top of the form.
Fill in your name and address, including street address, city, state, and zip code.
Select one of the three options regarding federal income tax withholding. Option 1 indicates no withholding, while Options 2 and 3 require you to specify allowances or a specific amount to be withheld.
If you selected Option 2 or 3, complete the 'Allowances Claimed' section by indicating how many allowances you are claiming and your marital status.
Review the IRS regulations provided at the bottom of the form to understand your responsibilities regarding tax withholding.
Sign and date the form before submitting it through our platform for processing.
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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 benefitRead more
When you retire, you should complete a Federal Income Tax Withholding Certificate form (TRS 228A). After you retire, you may change your withholding at any time
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