State Tax Data
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State Tax Data Tables - financial industry
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To help you meet the tax withholding and reporting requirements of the states,
Cokala monitors state regulations, legislation and administrative rules, and
maintains this information in a collection of nine data tables. Citations to state
authority, and hyperlinks to original source material on state websites, are included
in the tables.
Table 1
State withholding requirements on distributions from qualified retirement plans and
IRAs
Table 2
State withholding rates and calculations for distributions from qualified retirement
plans and IRAs
Table 3
State respect of the federal Form W-4P (where is it accepted; where is a unique
state form required), and payee withholding notice requirements
Table 4a
State registration as a withholder/filer; deposit of withheld tax; periodic reports of
withholding
Table 4b
State annual reconciliation reporting; state filing of Forms 1099-R and 5498 or
state equivalent forms
Table 5
State withholding and reporting requirements for payments that are reported
federally on Forms 1099-B, 1099-DIV, 1099-INT, 1099-OID
Table 6
State requirements to withhold and report on interest/dividends that are federally
tax exempt
Table 7
State penalty and interest rules and rates for failures in tax withholding, deposit
and reporting; alerts on state tax amnesty programs
Table 8
State withholding and reporting of payments reported federally on Form 1099-MISC
Annual subscription fee $1,400 for the complete group of nine tables. There is a
full release of updated tables a minimum of two times during each calendar year;
more frequently if changes are numerous. Email bulletins alert you to changes
between table releases. Subscription payment options include invoicing, or
payment by Visa, MasterCard, or American Express. To subscribe, or to schedule
a demonstration of these tables, please call us at 734.629.5155 or email
info@cokala.com.
SUBSCRIBERS LOG IN
To help you meet the tax withholding and reporting requirements of the states,
Cokala monitors state regulations, legislation and administrative rules, and
maintains this information in a collection of nine data tables. Citations to state
authority, and hyperlinks to original source material on state websites, are included
in the tables.
Table 1
State withholding requirements on distributions from qualified retirement plans and
IRAs
Table 2
State withholding rates and calculations for distributions from qualified retirement
plans and IRAs
Table 3
State respect of the federal Form W-4P (where is it accepted; where is a unique
state form required), and payee withholding notice requirements
Table 4a
State registration as a withholder/filer; deposit of withheld tax; periodic reports of
withholding
Table 4b
State annual reconciliation reporting; state filing of Forms 1099-R and 5498 or
state equivalent forms
Table 5
State withholding and reporting requirements for payments that are reported
federally on Forms 1099-B, 1099-DIV, 1099-INT, 1099-OID
Table 6
State requirements to withhold and report on interest/dividends that are federally
tax exempt
Table 7
State penalty and interest rules and rates for failures in tax withholding, deposit
and reporting; alerts on state tax amnesty programs
Table 8
State withholding and reporting of payments reported federally on Form 1099-MISC
Annual subscription fee $1,400 for the complete group of nine tables. There is a
full release of updated tables a minimum of two times during each calendar year;
more frequently if changes are numerous. Email bulletins alert you to changes
between table releases. Subscription payment options include invoicing, or
payment by Visa, MasterCard, or American Express. To subscribe, or to schedule
a demonstration of these tables, please call us at 734.629.5155 or email
info@cokala.com.
| COKALA Tax Information Reporting Solutions, LLC - telephone 734.629.5155 PO Box 2224, Ann Arbor MI 48105-2224 - fax 734.428.0702 |