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The W-4 form is also known as the Employee's Withholding Allowance Certificate and provides someone’s employer information about his or hers marital status, the number of withholding allowances and any additional amount to use when a person deducts federal income tax from the employee's pay.
This Form gets filled because the IRS requires people to pay taxes on their income gradually throughout the year. If someone has too little tax withheld, he or she could owe a surprisingly large sum to the IRS in April, plus interest and penalties for underpaying taxes during the year.
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Step 1:Launch PDFelement, open the IRS Form W-4 by dragging and dropping it into the program.
Step 2:Fill out the basic information. Name and address should be provided in section 1. Social security number goes in the box 2.
In box 3, a person should check the box that corresponds to marital status. Another box: “Married, but withhold at higher Single rate” refers to people who are married and their spouse also works, but is worried about not having enough tax withheld. In this case, a person is advised to check out the Two Earners/Multiple Jobs worksheet. The “Single” box is chosen if a person is married but legally separated, or if spouse is a nonresident alien.
Box 4 applies to people who recently gotten married and changed their name.
Step 3:Fill the number of allowances for claiming. Line 5 asks for the total number of allowances a person is claiming:
One allowance is claimed if no one else claims person as a dependent. He or she should enter “1” (A).
Second allowance is claimed if a person is single and has only one job, if a person is married but spouse does not work or if wages from a second work or a spouse earns amounts $1500 or less. In one of these cases, a person should enter “1” (B).
One allowance is claimed if a person has a spouse (C), but this answer should be avoided if a person has more than one job, or if he or she is married to a spouse who also works. If there is any depended, one allowance is also claimed (D).
One allowance is also claimed if a person files as the head of the household i.e. if one is unmarried and pays more than 50% of the costs of keeping up a home. In this case, a person should enter “1” (E).
If a person has at least $2000 of a child or depended care expenses, he or she should enter appropriate number. (F).
Allowances can be claimed for eligible children who depend on a person’s income (G).
At the end, all the numbers should be added together (H).
If a person is married, have more than one job, will itemize or claim tax credits, he or she should fill two other worksheets.
Step 4:Complete other information. Line 6 on Form W-4 demands a person to state an additional amount withheld from a paycheck. This should be filled if the number of allowances on line H is likely to result in employer’s withholding too little tax over the course of the year. This may happen if a person receives a significant income reported on a Form which is used for interest, dividends or self-employment income. Also, this line should be filled if a person had to use the second page of the personal allowances worksheet.
In the next step, taypayer should fill this box with a word “exempt” if he or she had no tax liability for the previous year and expects to have no tax liability for the current year. It means that a person who is single earned less than $15,000 for the entire year or, together with a spouse, earned less than $30,000.
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