W4 Form Tax Withholding amount based on your Paycheck

The 2024 Form W-4 is a planning tool - unlike a tax return - to determine your IRS tax withholding amount per pay-stub and per pay per period. What matters is that you determine the "right" tax withholding amount that preferably results in a $1 tax refund on your next return.

Create Form W-4 based on your actual or estimated Pay Check. Contact a Taxpert® with questions. Once you have created your W-4 and see the actual tax withholding amount on your pay-stub, use the tax return estimator to plan your next tax return

Paycheck and W-4 Creator  Help
Start Over
A1: Select your Filing Status

You can use the Filing Status to increase or decrease your tax withholding. For example, if you select Married Filing jointly if would decrease your tax withholding amount; Single would increase the tax withholding.

A2: Do you and your Spouse together have more than one Job

Start with the job with the highest annual income.
When done, create the next W-4 for the lower paying job.
More details about W-4s for multiple jobs.

A3: How many jobs do you and your spouse have now?
Enter the annual Gross Pay for the job you are completing this W-4 Form for, or job 1
Enter the annual Gross Pay of job 2
Enter the annual Gross Pay of job 3
If more than one job has annual wages of more than $120,000 or there are more than three jobs, see Pub. 505 for additional tables; or, you can use the online withholding estimator at www.irs.gov/W4App.
B1: Select your Pay Period for this Job

The selected pay period does not impact
whether your tax withholding will increase or decrease.
Contact us for free Taxpert® support.

Annual
B2: Select your Payment Type

The selected payment type does not impact
whether your tax withholding will increase or decrease.

B3: Enter your gross $ Paycheck Amount per Pay Period

Enter the correct pay period Gross Paycheck amount
including FICA, Federal Taxes, State Taxes, Deductions.
Contact us for free Taxpert® support.

Amount
B3: Enter Hours, Rate per Pay Period

Enter the correct pay period Gross Paycheck amount
including FICA, Federal Taxes, State Taxes, Deductions.
Contact us for free Taxpert® support.

Hours
$ Rate per hour
C1: Select a Pre-Tax Health Insurance Type and enter the Amount

Enter the exact pre-tax Health Plan Contribution amount here as shown on your pay stub; enter 0 if none.

Insurance Type
Amount
C2: Select a Pre-or After-Tax Retirement Plan and enter the Amount

Enter the exact pre-tax Retirement Plan Contribution amount here as shown on your pay stub; enter 0 if none.

Contribution
Type
Amount
D1: Enter the no. of your Dependents or est. Child Tax Credit

Generally, more Dependents will decrease the tax withholding amount and less dependents increases it. Since this is a planning tool, you could add/subtract Dependent(s) here manage your withholding. Tip: Enter a number and monitor the results on the right side.

Dependents
D2: Enter the no. of Other Dependents or est. Other Child Tax Credit Amount

See above. The same applies here.

Other Dependents
D3: Enter an Amount for other Tax Credits

If you think you will qualify for other Tax Credits on your next tax return enter the annaul tax credit amount here. Tax Credit details.
Generally, a Tax Credit amount here will decrease your pay period tax withholding.

D4: Total Tax Credits
0.00
Important Form W-4 Entries

The entries below can have a significant impact on whether you will increase or decrease your Tax Withholding per pay period, thus they will have an impact on your next Tax Return results (Refund or Taxes owed).
Contact us for free Taxpert® support.

D5: Enter an Amount for additional Deductions
D6: Enter an Amount for other Income
D7: Enter an Amount for extra Federal Tax Withholding
Your Federal Tax Withholding Calculated Amount is:
D8: Exemption from withholding
E1: Email Address
Optional: Receive your paycheck results via email

Continue and create your W4 PDF Form
based on these estimated Paycheck results

Tax Withholding and Form W4 Video

E2: Enter the W-4 Form date.
E3: Name and Address
E4: Social Security Number: Why is this needed?
E5: Signature Type or draw your signature
Type Draw

E6: Email Address Enter your or your employer's email

Take Home Pay

$0
 per Pay Period
Earnings
$0
Salary
$0
Hourly
$0
Other Income
$0
Benefits
$0
Medical
$0
Retirement
$0
Dependent
$0
Deduction
$0
Taxes
$0
Federal Income Tax
$0
Medicare Tax
$0
Social Security Tax
$0
Disclaimer: eFile.com makes no warranty as to the accuracy of the results of this estimator or calculator tool. The results are estimates and for informational purposes only, and should not be relied on for tax advice.

WatchIT