2020 Form W4 – Employee’s Withholding Certificate

The Form W4 has been redesigned for 2020. If you have a W4 on file with your current employer, you are not required to complete a new Form W4, unless your employer requires you to.

Quick Instructions:Step 1: Everyone must complete Step 1

Step 2: Complete this step if you have more than one job or you are married filing jointly and both spouses are employed.

    2b) use the worksheet on page 3 to calculate your tax withholding requirement if you have more than one job or source of income.

Step 3: Claim Dependents. If you have dependent children living at home or other dependents living in the home, you will need to do some math to calculate the correct amount for step 3. 

  1. If your income is $200,000.00 or less (for married filing jointly if your income is $400,000.00 or less)

    1. Multiply the number of qualified children under age 17 by $2,000.00 (if you have 2 qualified children under 17 years – you would enter $4,000.00)

    2. Multiply the number of other dependents (not your qualifying children under 17) by $500.00.

    3. Add the amounts and enter it on Line 3.

Step 4: Other Adjustments (optional). 

  1. Record other income

  2. Record any deductions you expect to claim on your tax return

  3. Record any additional withholding amounts (optional)

Step 5: Sign and Date the form before returning it to your employer.

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