---
title: "TaxWithholdingInstructions"
url: "https://developers.zinnia.com/apis/policy-service-0-1-0/versions/8306e031-b41c-452a-a7ed-d73d65602086/schemas/TaxWithholdingInstructions"
---

> Full API specification: https://developers.zinnia.com/apis/policy-service-0-1-0/versions/8306e031-b41c-452a-a7ed-d73d65602086.md

# TaxWithholdingInstructions

## OpenAPI definition

```yaml
openapi: 3.0.0
info:
  title: Policy Service
  version: 0.0.21
servers:
  - url: https://qa.api.zinnia.io
components:
  schemas:
    TaxWithholdingType:
      type: string
      enum:
        - FEDERAL
        - STATE
        - NRA
        - BACKUP
    TaxRateToUse:
      type: string
      enum:
        - NOWITHHOLDINGELECTED
        - USEVALUESENTERED
        - NOWITHHOLDINGALLOWED
        - USEDEFAULTTABLE
        - ADDITIONALWITHHOLDING
        - TAKEINPUTTEDVALUE
    FilingStatus:
      type: string
      enum:
        - SINGLE
        - DOMESTICPARTNERSHIP
        - DEFAULT
        - MARRIED
        - HEADOFHOUSEHOLD
        - WIDOWED
        - DIVORCED
        - MARRIEDFILINGSEPARATELY
    W4P:
      type: object
      properties:
        totalAmountOfOtherIncomeAndOtherPensionsOrAnnuities:
          type: number
          format: double
          example: 12.12
          description: "Below Amounts are for periodic Payments Only  - Certain States
            Require these amounts to be entered "
        totalAmountOfClaimsAndOtherCredits:
          type: number
          format: double
          example: 213.73
          description: "This indicates the total amount of tax claims and credits party is
            eligible for to reduce the tax liabilities "
        otherIncome:
          type: number
          format: double
          example: 144.53
          description: "Not from Jobs or Pension/Annuities "
        otherDeduction:
          type: number
          format: double
          example: 42.83
          description: If Standard Deduction is not used
    TaxWithholdingInstructions:
      type: object
      properties:
        partyId:
          type: string
          description: A unique identifier linking the party to the policy
          example: Party_PI_1
        partyRole:
          type: string
          enum:
            - OWNER
            - PRIMARYBENEFICIARY
            - CONTINGENTBENEFICIARY
            - INSURED
            - PAYOR
            - PAYEE
            - AGENT
            - PRIMARYWRITINGAGENT
            - PRIMARYSERVICINGAGENT
            - ADDITIONALSERVICINGAGENT
            - ADDITIONALWRITINGAGENT
            - THIRDPARTYDESIGNEE
            - JOINTOWNER
            - COVERAGEINSURED
            - ASSIGNEE
            - ANNUITANT
            - EXCHANGECOMPANY
            - JOINTANNUITANT
            - GRANTOR
            - TRUSTEE
            - POWEROFATTORNEY
            - AUTHORIZEDSIGNATORY
            - OTHERINTERESTEDPARTY
            - CONTINGENTOWNER
            - THIRDPARTYADMINISTRATOR
            - CARRIER
            - SUCCESSORTRUSTEE
            - COVERAGEJOINTINSURED
          description: Roles that are essential in structuring life insurance and annuity
            contracts to meet the financial goals of policyholders and
            beneficiaries
        taxWithholdingType:
          $ref: "#/components/schemas/TaxWithholdingType"
        taxRateToUse:
          $ref: "#/components/schemas/TaxRateToUse"
        filingStatus:
          $ref: "#/components/schemas/FilingStatus"
        dollar:
          type: number
          description: The amount portion of the taxable transaction amount to be withheld
          example: 10
          format: double
        percentage:
          type: number
          description: The percentage of the taxable transaction amount to be withheld
          example: 50
          format: double
        exemptions:
          type: number
          description: The number of exemptions claimed for tax withholding within a tax
            year
          example: 0
          format: int32
        taxJurisdiction:
          type: string
          description: The legal tax authority (state or federal) governing the
            withholding process
          example: USA_WY
        contribution:
          type: string
          enum:
            - NOTAPPLICABLE
            - EMPLOYEEVOLUNTARY
            - EMPLOYEEDISCRETIONARY
          description: Not applicable, Employee Voluntary and Employee Discretionary
        taxFormType:
          type: string
          enum:
            - T1035COSTBASIS
            - T1035LOANTRANSFER
            - T1035SURRENDER
            - T1035TAXADVANTAGE
            - T1099R
            - TAXDISCLOSUREFORMW4P
            - TAXDISCLOSUREFORMW8
            - USW4TAXFORM
            - W9
            - VOIDCHECK
          description: The Tax Form Type refers to the specific IRS or government form
            used as the basis for determining an individual’s or entity’s tax
            withholding status on financial products such as life insurance
            policies, annuities, or investment accounts
        w4p:
          $ref: "#/components/schemas/W4P"
```