California Updates Withholding Certificate for Pension or Annuity Payments

The California Employment Development Department (EDD) recently published an updated version of Form DE-4P, Withholding Certificate for Pension or Annuity Payments. This form is used to provide the EDD with information relating to the withholding of pension and annuity payments for individuals.

There are only a few minor changes to the form, which include the following:

  • In Worksheet B, Estimated Deductions, the amounts in Line Item 2 were updated to greater amounts than in previous versions of the form.
    • Amounts previously at $8,472 were increased to $8,802; amounts previously at $4,236 were also increased to $4,401.
  • The amounts on the Tables used to calculate Worksheet C (p. 4 of the document) were adjusted for 2019.
  • The example page for Worksheet C (p. 5 of the document) also display adjusted amounts used for calculation purposes.

To review this form in its entirety, please click here.