New Jersey Division of Pensions and Benefits

TAX INFORMATION
For Retiree Pension and Benefits

GENERAL INFORMATION

Revised 2009 Federal Tax Withholding Charts under American Recovery & Reinvestment Act of 2009

Fact Sheet #12, Taxation of Retirement Benefits
Fact Sheet #27, Taxability and Mandatory Withholding of
Income Tax from your Pension Distribution
Taxability of Benefits to a New Jersey Domestic Partner

FEDERAL TAX WITHHOLDING CHARTS

TAX FORMS AND INFORMATION

New Jersey State Tax Withholding Form NJ W-4P — for Retirees
(PDF size 19K - Requires Adobe Acrobat Reader)
Federal Tax Withholding Form W-4P — for Retirees
(PDF size 35K - Requires Adobe Acrobat Reader)
Form 1099-R Information

Current processing times for
tax withholding changes is
4 weeks from the date the
Division receives the Form W-4P.

LINKS TO TAX WEB SITES

NJ Division of Taxation
Telephone: 1-800-323-4400
Internal Revenue Service
Telephone: 1-800-TAX-1040

Copyright © State of New Jersey, 1996-2009
Division of Pensions and Benefits
PO Box 295
Trenton, NJ 08625-0295

All technical issues regarding this Web site should be sent to the Division of Pensions and Benefits Webmaster. Please do not submit pension or health benefits inquiries to the Webmaster.

Last Updated: August 7, 2009