Transactions

Find tax information

View information for federal reporting, state reporting and withholding.

Get tax information
  • Find out how to get your 1099 formFollow these instructions to find and download your 1099 form. Learn how
  • Get IRS Form W-4Complete a W-4 so your employer can withhold the correct federal income tax from your pay. Get W-4
  • Set up Federal Tax Withholding (W-4P Withholding Certificate) Update the amount of federal taxes you want withheld. Set up
  • Get IRS Form W-7This is an application for an IRS Individual Taxpayer Identification Number. Get W-7
  • Get instructions for IRS Form W-7Learn how to fill out this form to get your IRS  Individual Taxpayer Identification Number. Get instructions
  • IRS Form W-8BENIndividuals use this to receive a Certificate of Foreign Status of Beneficial Owner for U.S. tax withholding and reporting. Get W-8BEN
  • Get IRS Form W-8BEN-EEntities use this to receive a Certificate of Foreign Status of Beneficial Owner for U.S. tax withholding and reporting. Get W-8BEN-E
  • Get instructions for IRS Form W-8 BEN-EInstructions for completing the W-8 BEN-E information. Get instructions
  • Get IRS Form W-9Request a Taxpayer Identification Number and Certification. Get W-9
  • Set up State Income Tax Withholding Election for Cash Withdrawals - Rollover EligibleState laws may require mandatory state income tax be withheld from cash withdrawals. Set up
  • Set up State Income Tax Withholding Election for Cash Withdrawal - Non-Rollover EligibleState laws may require mandatory state income tax be withheld from cash withdrawals. Set up
  • Set up State Income Tax Withholding Election for periodic Withdrawal - Rollover Eligible This withholding request is mandatory for periodic withdrawals that are rollover eligible. Set up
  • Set up State Income Tax Withholding Election for Periodic Withdrawal – Non-Rollover Eligible for Income Test DriveState laws may require mandatory state income tax be withheld from cash withdrawals.  Use this transaction for Income Test Drive accounts. Set up
  • Set up State Income Tax Withholding Election for periodic Withdrawals - Non-Rollover Eligible This withholding request is mandatory for periodic withdrawals that are not rollover eligible. Set up
  • Set up Voluntary State Income Tax Withholding ElectionThis withholding request is optional. To have state income tax withheld from your payments, indicate a specific dollar amount or percentage of the taxable portion of the payment. Set up
  • Set up Deferred Compensation Substitute State Withholding ElectionState law requires you to complete an Income Tax Withholding Election for all distributions you receive from us. If you don't request withholding, the state tax default election will apply. Set up