subject_line
Step 1: Enter Personal Information
(a) First name
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M.I.
Last Name
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Suffix
(b) Social security number
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Address (Number and Street)
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Apt Number
City or town
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State
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ZIP code
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(c)
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Single or Married filing separately
Married filing jointly (or Qualifying widow(er))
Head of Household (Check only if you're unmarried and pay more than half the costs of keeping up a home for yourself and a qualifying individual.)
Complete Steps 2-4 ONLY if they apply to you; otherwise, skip to Step 5.
See page 2 for more information on each step, who can claim exemption from withholding, when to use the online estimator, and privacy.
Link to IRS W-4 Instructions and Worksheet (for reference only)
Step 2: Multiple Jobs or Spouse Works
Complete this step if you (1) hold more than one job at a time, or (2) are married filing jointly and your spouse also works. The correct amount of withholding depends on income earned from all of these jobs.
Do
only one
of the following.
(a) Use the estimator at www.irs.gov/W4App for most accurate wihholding for this step (and Steps 3-4). If you or your spouse have self-employment income, use this option; or
(b) Use the Multiple Jobs Worksheet on page 3 and enter the result in Step 4(c) below for roughly accurate withholding; or
(c) If there are only two jobs, you may check this box. Do the same on Form W-4 for the other job. This option is accurate for jobs with similar pay; otherwise, more tax than necessary may be withheld
TIP:
If you have self-employment income, see page 2
Complete Steps 3-4(b) on Form W-4 for only ONE of these jobs.
Leave those steps blank for the other jobs. (Your withholding will be most accurate if you complete Steps 3-4(b) on the Form W-4 for the highest paying job.)
Step 3: Claim Dependents
If your income will be $200,000 or less ($400,000 or less if married filing jointly):
Multiply the number of qualifying children under age 17 by $2,000 and enter here
Multiply the number of other dependents by $500 and enter here
Add the amounts above for qualifying children and other dependents. You may add to this the amount of any other credits. Enter the total here
Step 4 (optional): Other Adjustments
(a) Other income (not from jobs).
If you want tax withheld for other income you expect this year that won't have withholding, enter the amount of other income here. This may include interest, dividends, and retirement income
(b) Deductions.
If you expect to claim deductions other than the standard deduction and want to reduce your withholding, use the Deduction Worksheet on page 3 and enter the result here.
(c) Extra withholding.
Enter any additional tax you want withheld each
pay period
Step 5: Sign Here
Under penalties of perjury, I declare that this certificate, to the best of my knowledge and belief, is true, correct, and complete.
Employee's signature
(This form is not valid unless you sign it.)
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clear
Date
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