Choose the option that applies to you: - Single or Married Filing Separately - Married Filing Jointly - Head of Household (only if you qualify, as explained on the screen) Read the note carefully before selecting Head of Household—it has specific eligibility requirements.
This step only applies if: - You have more than one job at the same time, OR - You are married filing jointly and your spouse also works. Choose one of these options: 1. Use the IRS Tax Withholding Estimator (recommended for accuracy) 2. Complete the Multiple Jobs Worksheet (provided on the form) 3. Check the box if there are only two jobs total (yours and your spouse's) and both employers complete this section. If none of these apply, skip this step and move to the next one.
Complete this section if your income falls within the limits shown on screen. 1. Enter the number of qualifying children under age 17 ($2,000 credit each) 2. Enter the number of other dependents ($500 credit each) If you have no dependents, leave both fields at 0.
Complete this section only if it applies to you. 1. Other income (not from jobs): Enter income such as interest, dividends, or retirement income if you want tax withheld on it. 2. Deductions: Enter deductions beyond the standard deduction, based on the IRS worksheet. 3. Extra withholding: Enter any additional amount you want withheld from each paycheck. If none of these apply, leave all fields at $0.00.
Check Exempt from withholding only if: - You paid no federal taxes last year, and - You expect to owe no federal taxes this year. If you claim exemption, no federal tax will be withheld from your paychecks. You may owe taxes when you file.
