Tax withholding overview
TRA administers federal and Minnesota state tax withholding for your retirement benefit. We do not administer tax withholding for any other state. Sign in to myTRA for your 1099-R tax form.
TRA staff are unable to provide tax advice. Consult with a professional tax adviser if you are not sure how to complete your tax withholding forms or if you have any tax withholding questions.
Update withholding
If you need to update your tax withholding elections, sign in to myTRA. You may also submit Form W-4P, IRS Withholding Certificate for Periodic Pension or Annuity Payments or Form W-4MNP, Minnesota Withholding Certificate for Pension and Annuity Payments, via the myTRA document upload portal or by mail to TRA.
- Form W-4P, IRS Withholding Certificate for Periodic Pension or Annuity Payments
- Form W-4MNP, Minnesota Withholding Certificate for Retirement Account, Pension, or Commercial Annuity Payments
If you have multiple payee accounts (TRA, Duluth Teachers, Minneapolis Teachers, Survivor/Optional Joint Annuitant, Disability, Ex-Spouse), indicate on the top of each form to which account you would like the changes applied or if you would like the changes applied to all of your accounts.
Submit your completed forms electronically via the document upload portal in myTRA or mail them to TRA.