Tax withholding

TRA will withhold Minnesota state and federal taxes from your retirement benefit. We do not administer tax withholding for any other state. Log in to your MyTRA account to get your 1099-R.

Withholding Forms

Effective October 1, TRA has discontinued the use of the TRA Federal and State Tax Withholding Certificate.

If you wish to update your tax withholding elections, complete and submit a Form W-4P IRS Withholding Certificate for Periodic Pension or Annuity Payments, or Form W-4MNP Minnesota Withholding Certificate for Pension and Annuity Payments.

If you do not wish to update your tax withholding elections, there is no need to submit a new form. Prior tax withholding elections on file with TRA will remain in effect until a new election is made.

Submit your completed withholding forms to TRA by mail, or login to your myTRA account and submit to TRA using the Document Upload Portal. TRA staff are unable to provide tax advice. Consult with a professional tax advisor if you are not sure how to complete your tax withholding forms or if you have any tax withholding questions.

Tax Tables