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An official website of the United States Government.

My Annuity and Benefits Federal & State Tax

 

Overview

You can voluntarily elect to withhold both Federal and State Taxes from your monthly annuity check.

Federal Income Tax

Generally, unless you specify a monthly withholding rate or amount, we withhold Federal income tax as if you are married and claiming three allowances. Use Services Online to start, change, or stop the Federal tax withheld from your annuity payment or specify the dollar amount withheld.

You can Contact Us to change your withholding amount. If you write, your letter should include your claim number and the monthly amount in dollars you want withheld. We will send you a Form W-4P-A, "Election of Federal Income Tax Withholding," and instructions for making the change. The change in your withholdings will be made after we receive your Form W-4P-A.

Use our Federal income tax withholding calculator to determine the amount that should be withheld from your annuity payment.

Please note that you may be penalized by the Internal Revenue Service (IRS) if you do not have at least 90 percent of your yearly tax liability either withheld from your salary or annuity or made via quarterly payments to the IRS. If you need more information or assistance in determining whether or you are not having the right amount of Federal income tax withheld, see the Internal Revenue Service website at www.irs.gov.

State Income Tax

You must specify the dollar amount of State tax you want withheld from your monthly payments. The withholding must be in whole dollars. The minimum amount we can withhold for State income tax is $5. Use Services Online to start, change, or stop the State tax withheld from your annuity payment.

You can Contact Us to change your withholding amount. If you write, your letter should include your claim number and the monthly amount in dollars you want withheld. If you do not know the monthly amount you want withheld, contact your State tax office for information or assistance.

Check our List of State tax offices for information about participating States. If your State does not participate, please contact the State tax office for information or assistance.

State Tax List

This is an index regarding the states participating in the voluntary withholding program. Select a state from the alphabetical index of abbreviated state names to find the link for information about that state. If the state participates in the voluntary withholding program, you may use Services Online to have state income taxes withheld from your annuity payment.

AL | AK | AZ | AR | CA | CO | CT | DE | DC | FL | GA | HI | ID | IL | IN | IA | KS | KY | LA
ME | MD | MA | MI | MN | MS | MO | MT | NE | NV | NH | NJ | NM | NY | NC | ND | OH | OK
OR | PA | RI | SC | SD | TN | TX | UT | VT | VA | WA | WV | WI | WY | U.S. Territories & Possessions

Alabama
This state does not participate.  Please visit the Alabama state website regarding taxation of your annuity.
Alaska
This state does not participate.  Please visit the Alaska state website regarding taxation of your annuity.
Arizona
This state participates in the voluntary withholding program. The state tax id number is 52-6083699.  Please visit the Arizona state website regarding taxation of your annuity. 
Arkansas
This state participates in the voluntary withholding program. The state tax id number is 12352650-WTH.  Please visit the Arkansas state website regarding taxation of your annuity.
California
This state participates in the voluntary withholding program. The state tax id number is 80486848.  Please visit the California state website regarding taxation of your annuity.
Colorado
This state participates in the voluntary withholding program. The state tax id number is 1229320.  Please visit the Colorado state website regarding taxation of your annuity.
Connecticut
This state participates in the voluntary withholding program. The state tax id number is 7817182-00.  Please visit the Connecticut state website regarding taxation of your annuity.
Delaware
This state participates in the voluntary withholding program. The state tax id number is 1-526083699-001.  Please visit the Delaware state website regarding taxation of your annuity.
District of Columbia
This state participates in the voluntary withholding program.  The state tax id number is 3-000000-11227.  Please visit the District of Columbia state website regarding taxation of your annuity.

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Florida
This state does not participate. Please visit the Florida state website regarding taxation of your annuity.
Georgia
This state participates in the voluntary withholding program.  The state tax id number is 1973923-TZ.  Please visit the Georgia state website regarding taxation of your annuity.
Hawaii
This state does not participate.  Please visit the Hawaii state website regarding taxation of your annuity.
Idaho
This state participates in the voluntary withholding program.  The state tax id number is 000-289956.  Please visit the Idaho state website regarding taxation of your annuity.
Illinois
This state does not participate.  Please visit the Illinois state website regarding taxation of your annuity.
Indiana
This state participates in the voluntary withholding program.  The state tax id number is 000-3412938-001-4.  Please visit the Indiana state website regarding taxation of your annuity.
Iowa
This state participates in the voluntary withholding program.  The state tax id number is 52-6083699-001.  Please visit the Iowa state website regarding taxation of your annuity.
Kansas
This state does not participate.  Please visit the Kansas state website regarding taxation of your annuity.
Kentucky
This state does not participate.  Please visit the Kentucky state website regarding taxation of your annuity.
Louisiana
This state participates in the voluntary withholding program.  The state tax id number is 9706573-001.  Please visit the Louisiana state website regarding taxation of your annuity.
Maine
This state participates in the voluntary withholding program.  The state tax id number is 52608369900.  Please visit the Maine state website regarding taxation of your annuity.

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Maryland
This state participates in the voluntary withholding program.  The state tax id number is 0-363444.  Please visit the Maryland state website regarding taxation of your annuity.
Massachusetts
This state does not participate.  Please visit the Massachusetts state website regarding taxation of your annuity.
Michigan
This state participates in the voluntary withholding program. The state tax id number is 52-6083699.   Please visit the Michigan state website regarding taxation of your annuity.
Minnesota
This state participates in the voluntary withholding program.  The state tax id number is 1450834.  Please visit the Minnesota state website regarding taxation of your annuity.
Mississippi
This state participates in the voluntary withholding program.  The state tax id number is 52-6083699-3.  Please visit the Mississippi state website regarding taxation of your annuity.
Missouri
This state participates in the voluntary withholding program.  The state tax id number is 14528827.  Please visit the Missouri state website regarding taxation of your annuity.
Montana
This state participates in the voluntary withholding program.  The state tax id number is 4011606002WTH.  Please visit the Montana state website regarding taxation of your annuity.
Nebraska
This state participates in the voluntary withholding program.  The state tax id number is 6225462.  Please visit the Nebraska state website regarding taxation of your annuity.
Nevada
This state does not participate.  Please visit the Nevada state website regarding taxation of your annuity.
New Hampshire
This state does not participate.  Please visit the New Hampshire state website regarding taxation of your annuity.
New Jersey
This state participates in the voluntary withholding program.  The state tax id number is 526-083-699-000.  Please visit the New Jersey state website regarding taxation of your annuity.
New Mexico
This state participates in the voluntary withholding program. The state tax id number is 02-374010-00-0.  Please visit the the New Mexico state website regarding taxation of your annuity.
New York
This state does not participate.  Please visit the New York state website regarding taxation of your annuity.
North Carolina
This state participates in the voluntary withholding program.  The state tax id number is 600121234.  Please visit the North Carolina state website regarding taxation of your annuity.
North Dakota
This state does not participate.  The state tax id number is 526083699.  Please visit the North Dakota state website regarding taxation of your annuity.

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Ohio
This state participates in the voluntary withholding program.  The state tax id number is 52395568.  Please visit the Ohio state website regarding taxation of your annuity.
Oklahoma
This state participates in the voluntary withholding program. The state tax id number is 526083699-000. Please visit the Oklahoma state website regarding taxation of your annuity.
Oregon
This state participates in the voluntary withholding program.  The state tax id number is 0-621778-3.  Please visit the Oregon state website regarding taxation of your annuity.
Pennsylvania
This state does not participate. Please visit the Pennsylvania state website regarding taxation of your annuity.
Rhode Island
This state participates in the voluntary withholding program.  The state tax id number is 52-6083699.  Please visit the Rhode Island state website regarding taxation of your annuity.
South Carolina
This state participates in the voluntary withholding program.  The state tax id number is 250567863.  Please visit the South Carolina state website regarding taxation of your annuity.
South Dakota
This state does not participate.  Please visit the South Dakota state website regarding taxation of your annuity.
Tennessee
This state does not participate.  Please visit the Tennessee state website regarding taxation of your annuity.
Texas
This state does not participate.  Please visit the Texas state website regarding taxation of your annuity.

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Utah
This state participates in the voluntary withholding program.  The state tax id number is 129433730002 WTH. Please visit the Utah state website regarding taxation of your annuity.
Vermont
This state participates in the voluntary withholding program.  The state tax id number is 430526083699F01.  Please visit the Vermont state website regarding taxation of your annuity.
Virginia
This state participates in the voluntary withholding program.  The state tax id number is 001-2599439.  Please visit the Virginia state website regarding taxation of your annuity.
Washington
This state does not participate.  Please visit the Washington state website regarding taxation of your annuity.
West Virginia
This state participates in the voluntary withholding program. The state tax id number is 1032-2192.  Please visit the West Virginia state website regarding taxation of your annuity.
Wisconsin
This state participates in the voluntary withholding program. The state tax id number is 036-000411086-02.  Please visit the Wisconsin state website regarding taxation of your annuity.
Wyoming
This state does not participate.  Please visit the Wyoming state website regarding taxation of your annuity.
U.S. Territories and Possessions
There are several U.S. territories and possessions, including American Samoa, Baker Island, Guam, Howland Island, Jarvis Island, Johnston Atoll, Kingman Reef, Midway Islands, Navassa Island, Northern Mariana Islands, Palmyra Atoll, Puerto Rico, Virgin Islands (US), and Wake Island.

You should ask for forms and advice about the filing of territory or possession tax returns from the tax department of the possession or territory.

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