Purpose: You are required to complete Form W-4 so that your employer can withhold the desired federal income tax from your pay. You should consider completing a new Form W-4 each year and when your personal or financial situation changes.
Exemption from withholding: If you are exempt, complete only lines 1, 2, 3, 4, and 7 and sign the form to validate it. Your exemption for 2015 expires February 16, 2016. See IRS Publication 505, Tax Withholding and Estimated Tax.
Remember, if you are claiming “exempt”, you are required to submit a new W-4 each year by February 1st.
Basic instructions: If you are not exempt, complete the Personal Allowances Worksheet. The worksheet further adjusts your withholding allowances based on itemized deductions, certain credits, adjustments to income, or two-earner/multiple job situations.
You may submit your W-4 filing information on-line via the ADP self-service application. If you choose not to do so you may submit your W-4 information manually by following the instructions, below.
The following are instructions for downloading and completing the Form W-4. Please pay special attention to the more specific instructions regarding the worksheets that will assist you in estimating the appropriate withholding allowances to claim.
- Download Form W-4 from the IRS website. This form is in a PDF format, and you can type your information on your computer before printing it out.
- Provide your name, address, and Social Security Number.
- Check the box for married or single, depending on your federal filing status.
- Calculate how many withholding allowances to claim. For most people, this is the same as the number of personal exemptions they claim on their tax return.
- If you have more than one job, if your spouse works, or if you itemize your deductions, use the worksheet on Form W-4 page 2. Use this worksheet to calculate the number of allowances to claim instead of relying on your personal exemptions.
- You can also use the IRS Withholding Calculator to calculate your withholding allowances more exactly.
- If you have more than one job, make sure you claim zero allowances at your second job. Claiming "exempt" is NOT the same as claiming zero. By claiming zero, the highest amount of tax will withheld.
- Print, sign, and date the form.
- Submit the completed W-4 to the Employee Data Services office located in the Town Point Building, Suite 2000, Mail Drop 9120.