Don’t Look Now, You Guessed it, Another Unseasonal Tax Form

Just when we thought it was safe to open our mail, yet another tax form may land in our mailbox soon.

This form is called an offer or substitute W-4P and is a mandatory IRS form mailed to those who are taking periodic distributions from our IRA’s. Recall, we all have to take distributions from our IRA’s eventually.

The purpose of the form is to allow for changing of tax withholdings, and does not need your attention since we monitor these tax withholdings throughout the year.

We hope you are enjoying the official start to summer !

Have a Great Day!


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