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Form CT-W4P is used by Connecticut residents receiving pensions, annuities, and certain deferred compensation to inform payers of the correct amount of state income tax to withhold.
The form requires recipients to select their filing status and corresponding withholding code based on their expected annual gross income.
Different withholding codes (E, A, C, D, F) are available depending on the recipient's income level and whether they wish to avoid underwithholding.
Instructions differ for periodic payments (like monthly pensions) and nonperiodic payments (like lump-sum distributions), affecting how withholding is calculated.
If a recipient is underwithheld due to multiple income sources or other factors, they may need to adjust their withholding or make estimated tax payments using Form CT-1040ES.
Completed forms must be submitted directly to the payer of the pension or annuity, not to the Department of Revenue Services.
Failure to submit a properly completed Form CT-W4P will result in automatic withholding at the highest rate of 6.99% without exemptions.
