IRS Form W-4 Download Fillable PDF or Fill Online Employee's Withholding Certificate - 2024 (2024)

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What Is IRS Form W-4?

IRS Form W-4, Employee's Withholding Allowance Certificate , is a formal statement prepared by an employee after figuring out how much tax an employer has to deduct from their paycheck.

Alternate Names:

  • Tax Form W-4;
  • Federal W-4 Form;
  • IRS Employee Withholding Form.

The objective of this tool is to facilitate the payroll process - the employees let the organizations that hired them understand how many allowances they are permitted to claim, how many dependents they name on their income statements, and how many adjustments must be taken into account if the individual has more than one job.

This document was released by the Internal Revenue Service (IRS) in 2024 , rendering older editions of the form obsolete. Download an IRS Form W-4 fillable version via the link below.

Check out the W-4 Series of forms to see more IRS documents in this series.

What Is a W-4 Form Used For?

Complete IRS Form W-4 and give it to your employer right after you are hired to tell the company how much money must be deducted from your paycheck for tax purposes. This statement summarizes the financial standing of the employee - whether they have multiple sources of income in their household, have no kids to take care of or provide for the entire family, or have extra income such as interest or dividends, it is crucial to inform your organization about the payroll taxes you expect them to deduct on your behalf before they file tax documentation with the IRS and send you the details.

Remember that this document may also be used to announce your tax-exempt status to the employer - some employees do not have a responsibility to pay income tax at all which means no deductions are required.

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What Is the Difference Between a W-2 and a W-4 Form?

While both IRS Form W-4 and IRS Form W-2, Wage and Tax Statement, contain the description of income the employee receives alongside with their personal details, these forms are fundamentally different. Form W-4 is filled out by the employee as soon as their employment begins while Form W-2 is prepared by an employer who is supposed to inform their employers about their salaries and tax deductions that were already carried out. Moreover, Form W-4 is submitted by the employee to the HR office - you are not required to file it with tax organizations; Form W-2, on the other hand, must be filed with the IRS on an annual basis.

Form W-4 Instructions

Here is how you need to fill out the Federal W-4 Form:

  1. Identify yourself - write down your full name, social security number, and mailing address . Make sure the name you include in this document matches the one featured on your social security card. Check the appropriate box to confirm your filing status - either you are single, submitting tax returns with your spouse or separately from them, qualifying as a surviving spouse, or handling the majority of the household expenses.

  2. Complete the sections of the instrument that apply to your situation - you can skip the parts you do not relate to by simply leaving them blank . Otherwise, inform the employer about the other job you have or the job your spouse has in case you are filing income statements together. When filling out a W-4 Form, taxpayers need to be certain the deduction is as accurate as possible which is why they are given a choice when it comes to the calculation process. For instance, if you have two employers, just check the box and complete the other W-4 Tax Form the same way. Alternatively, you can make computations with the help of the worksheet on the third page of the form - use the formulas provided by the IRS, record the amount of extra deduction in the section devoted to adjustments, and retain a copy of the worksheet in your personal records.

  3. Figure out the child tax credit amount you are entitled to claim and learn how big the credit for other dependents will be . Note that fiscal authorities have come up with the income threshold employees have to keep in mind when claiming various credits - $200.000 for single taxpayers and $400.000 for people that file tax returns with their spouses. You need to multiply the number of minor children by $2.000, multiply the number of other relatives you are supporting financially by $500, and combine the results.

  4. In case you have other income that does not come from jobs or self-employment activities, indicate the estimated amount . Some employees would rather deal with estimated tax instead of deductions from their paychecks - they are advised to fill out IRS Form 1040-ES, Estimated Tax for Individuals. Refer to the worksheet that allows employees to claim additional deductions and write down the amount if needed.

  5. Certify the documentation by signing and dating it . When you give the paperwork to the employer, they must identify the company by its name and address, add the date when you first worked as an employee, and list their employer identification number. Employees are encouraged to submit a new form every time their life circ*mstances change - for example, a person may get a divorce and file their tax documents on their own in the future.

How Can Claiming Dependents on a W-4 Form Benefit You?

Tax Form W-4 gives employees an opportunity to file a claim for certain allowances - while you are not obliged to list the personal details of minor children and other dependents you identify on your tax return, it is essential to state the number of people that qualify for tax credits. Naturally, if the employee has more than one dependent, the amount of the allowances will grow and the tax deducted from your wages will be lower. Employees must know that if they provide information about numerous credits related to their children and dependents, their paychecks will be bigger while the amount of potential refunds may decrease.

IRS W-4 Related Forms:

  • IRS Form W-4P, Withholding Certificate for Pension or Annuity Payments is a document used by U.S. citizens, resident aliens, and their estates who receive annuities, pensions, and other deferred compensation. It is necessary to inform the payers of the accurate amount of federal income tax to be withheld from the payments.
  • IRS Form W-4V, Voluntary Withholding Request is a document used to ask the payer to withhold federal income tax by individuals who receive social security payments, unemployment compensation, or other dividends and distributions that can be defined as a government payment.
  • IRS Form W-4S, Request for Federal Income Tax Withholding from Sick Pay is a document the employee needs to give to the third-party payer of the sick pay, for example, an insurance company if the employee wishes federal income tax withheld from the payments.

Other Revisions

  • 2018
  • 2019
  • 2020
  • 2021
  • 2022
  • 2023

Download IRS Form W-4 Employee's Withholding Certificate

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Linked Topics

U.S. Department of the Treasury U.S. Department of the Treasury - Internal Revenue Service United States Federal Legal Forms Legal United States Legal Forms

IRS Form W-4 Download Fillable PDF or Fill Online Employee's Withholding Certificate - 2024 (2024)

FAQs

Can you fill out a W-4V form online? ›

Your Clients Can Get a W-4V Online

To start, change, or stop federal income tax withholding from their Social Security benefits, your clients can sign and submit IRS form W-4V directly to their local Social Security office.

How to claim exempt on W4 2024 PDF? ›

If you claim exemption, you will have no income tax withheld from your paycheck and may owe taxes and penalties when you file your 2024 tax return. To claim exemption from withholding, certify that you meet both of the conditions above by writing “Exempt” on Form W-4 in the space below Step 4(c).

Do I claim 0 or 1 on my W4? ›

By placing a “0” on line 5, you are indicating that you want the most amount of tax taken out of your pay each pay period. If you wish to claim 1 for yourself instead, then less tax is taken out of your pay each pay period. 2. You can choose to have no taxes taken out of your tax and claim Exemption (see Example 2).

Can I print a W-4 form? ›

You can download and print a Form W-4, order multiple copies, or call 800-TAX-FORM (800-829-3676). You may also use a substitute Form W-4 you developed instead of the official Form W-4, if you also provide the tables, instructions, and worksheets contained in the Form W-4 in effect at that time.

How do I fill out a W-4 so nothing is withheld? ›

To claim exempt, write EXEMPT under line 4c. You may claim EXEMPT from withholding if: o Last year you had a right to a full refund of All federal tax income and o This year you expect a full refund of ALL federal income tax. NOTE: if you claim EXEMPT you must complete a new W-4 annually in February.

What should I fill out for tax withholding? ›

Complete Form W-4 so that your employer can withhold the correct federal income tax from your pay.

Can you fill out a W4 electronically? ›

The IRS has authorized the use of electronic signatures on W4. Employers, thus, who are capable, can establish a system for its employees to file W4 electronically.

How much can a 70 year old earn without paying taxes? ›

For retirees 65 and older, here's when you can stop filing taxes: Single retirees who earn less than $14,250. Married retirees filing jointly, who earn less than $26,450 if one spouse is 65 or older or who earn less than $27,800 if both spouses are age 65 or older. Married retirees filing separately who earn less than ...

Can you do a W4 online? ›

This W4 Form Tool lets you complete, sign, and create your W-4 which will be emailed as an attachment to you (eFile.com does not store or share any of your W-4 information). You can then submit or email the W-4 PDF Form via this tool to your employer, not the IRS. Watch the W-4 video for more details.

Who is exempt from 2024 W4? ›

You may claim exemption from withholding for 2024 if you meet both of the following conditions: you had no federal income tax liability in 2023 and you expect to have no federal income tax liability in 2024.

What happens if I claim exempt on my bonus check? ›

Will my bonus be taxed even if I claim exempt in my W4? Yes, the flat 37% rate applies even if an employee claims exemption in their federal Form W-4 from federal income tax withholding.

What tax bracket am I in in 2024? ›

Tax brackets 2024 (taxes due April 2025)
Tax rateSingleMarried filing jointly
12%$11,601 to $47,150$23,201 to $94,300
22%$47,151 to $100,525$94,301 to $201,050
24%$100,526 to $191,950$201,051 to $383,900
32%$191,951 to $243,725$383,901 to $487,450
3 more rows
May 30, 2024

What to claim on W4 to get the most money on paycheck? ›

You can claim anywhere between 0 and 3 allowances on the W4 IRS form, depending on what you're eligible for. Generally, the more allowances you claim, the less tax will be withheld from each paycheck. The fewer allowances claimed, the larger withholding amount, which may result in a refund.

What is the federal exemption for 2024? ›

Effective January 1, 2024, the federal estate and gift tax exemption amount increased from $12.92 million to $13.61 million per individual (a combined $27.22 million for a married couple), representing an increase of $690,000.

How many exemptions should I claim? ›

An individual can claim two allowances if they are single and have more than one job, or are married and are filing taxes separately. Usually, those who are married and have either one child or more claim three allowances.

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