California EDD Releases Updated Withholding Certificate for Pension or Annuity Payments

The California Employment Development Department has released a new version of the DE-4P, Withholding Certificate for Pension or Annuity Payments. This form is used to provide withholding information to withholding agents and account managers for distributions from pension or annuity payments.

The only changes to the form occurred on Worksheet B. The following updates were made:

  • Changes to values to be entered on line 2 of Worksheet B
  • Changes to calculation method of line 9 of Worksheet C
  • Changes to values in all tables used to calculate Worksheet C (found at the bottom of page four)

To review the updated document in its entirety, please click [here|https://www.edd.ca.gov/pdf_pub_ctr/de4p.pdf].

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Author

Paul Ogawa

Paul Ogawa is a Junior Regulatory Counsel at Sovos Compliance. As part of the Regulatory Analysis team, his main areas of focus are state and federal tax withholding, the Affordable Care Act (ACA), and Canadian tax information reporting. Prior to Sovos, Paul worked as a litigation attorney in Boston area law firms, representing clients in insurance subrogation claims, family law matters, and employment disputes. Paul is a member of the Massachusetts Bar, earned his B.A. from Brandeis University and his J.D. from the Suffolk University Law School.
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