IRS Form W-4 2018 Employee's Withholding Allowance Certificate

IRS Form W-4 is a U.S. Department of the Treasury - Internal Revenue Service - issued form also known as the "Employee's Withholding Allowance Certificate".

A PDF of the latest IRS Form W-4 can be downloaded below or found on the U.S. Department of the Treasury - Internal Revenue Service Forms and Publications website.

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Form W-4 (2018)
Specific Instructions
using this calculator if you have a more
complicated tax situation, such as if you
Personal Allowances Worksheet
have a working spouse, more than one job,
Future developments. For the latest
Complete this worksheet on page 3 first to
or a large amount of nonwage income
information about any future developments
determine the number of withholding
outside of your job. After your Form W-4
related to Form W-4, such as legislation
allowances to claim.
takes effect, you can also use this
enacted after it was published, go to
calculator to see how the amount of tax
Line C. Head of household please note:
www.irs.gov/FormW4.
you’re having withheld compares to your
Generally, you can claim head of
Purpose. Complete Form W-4 so that your
projected total tax for 2018. If you use the
household filing status on your tax return
employer can withhold the correct federal
calculator, you don’t need to complete any
only if you’re unmarried and pay more than
income tax from your pay. Consider
of the worksheets for Form W-4.
50% of the costs of keeping up a home for
completing a new Form W-4 each year and
yourself and a qualifying individual. See
Note that if you have too much tax
when your personal or financial situation
Pub. 501 for more information about filing
withheld, you will receive a refund when you
changes.
status.
file your tax return. If you have too little tax
Exemption from withholding. You may
withheld, you will owe tax when you file your
Line E. Child tax credit. When you file
claim exemption from withholding for 2018
tax return, and you might owe a penalty.
your tax return, you might be eligible to
if both of the following apply.
claim a credit for each of your qualifying
Filers with multiple jobs or working
• For 2017 you had a right to a refund of all
children. To qualify, the child must be
spouses. If you have more than one job at
federal income tax withheld because you
under age 17 as of December 31 and must
a time, or if you’re married and your
had no tax liability, and
be your dependent who lives with you for
spouse is also working, read all of the
• For 2018 you expect a refund of all
more than half the year. To learn more
instructions including the instructions for
federal income tax withheld because you
about this credit, see Pub. 972, Child Tax
the Two-Earners/Multiple Jobs Worksheet
expect to have no tax liability.
Credit. To reduce the tax withheld from
before beginning.
If you’re exempt, complete only lines 1, 2,
your pay by taking this credit into account,
Nonwage income. If you have a large
3, 4, and 7 and sign the form to validate it.
follow the instructions on line E of the
amount of nonwage income, such as
Your exemption for 2018 expires February
worksheet. On the worksheet you will be
interest or dividends, consider making
15, 2019. See Pub. 505, Tax Withholding
asked about your total income. For this
estimated tax payments using Form 1040-
and Estimated Tax, to learn more about
purpose, total income includes all of your
ES, Estimated Tax for Individuals.
whether you qualify for exemption from
wages and other income, including income
Otherwise, you might owe additional tax.
withholding.
earned by a spouse, during the year.
Or, you can use the Deductions,
General Instructions
Line F. Credit for other dependents.
Adjustments, and Other Income Worksheet
When you file your tax return, you might be
on page 3 or the calculator at www.irs.gov/
If you aren’t exempt, follow the rest of
eligible to claim a credit for each of your
W4App to make sure you have enough tax
these instructions to determine the number
dependents that don’t qualify for the child
withheld from your paycheck. If you have
of withholding allowances you should claim
tax credit, such as any dependent children
pension or annuity income, see Pub. 505 or
for withholding for 2018 and any additional
age 17 and older. To learn more about this
use the calculator at www.irs.gov/W4App
amount of tax to have withheld. For regular
credit, see Pub. 505. To reduce the tax
to find out if you should adjust your
wages, withholding must be based on
withheld from your pay by taking this credit
withholding on Form W-4 or W-4P.
allowances you claimed and may not be a
into account, follow the instructions on line
Nonresident alien. If you’re a nonresident
flat amount or percentage of wages.
F of the worksheet. On the worksheet, you
alien, see Notice 1392, Supplemental Form
You can also use the calculator at
will be asked about your total income. For
W-4 Instructions for Nonresident Aliens,
www.irs.gov/W4App to determine your
this purpose, total income includes all of
before completing this form.
tax withholding more accurately. Consider
Separate here and give Form W-4 to your employer. Keep the worksheet(s) for your records.
W-4
Employee’s Withholding Allowance Certificate
OMB No. 1545-0074
2018
Form
Whether you’re entitled to claim a certain number of allowances or exemption from withholding is
Department of the Treasury
subject to review by the IRS. Your employer may be required to send a copy of this form to the IRS.
Internal Revenue Service
1
Your first name and middle initial
Last name
2
Your social security number
Home address (number and street or rural route)
3
Single
Married
Married, but withhold at higher Single rate.
Note: If married filing separately, check “Married, but withhold at higher Single rate.”
City or town, state, and ZIP code
4 If your last name differs from that shown on your social security card,
check here. You must call 800-772-1213 for a replacement card.
5
5
Total number of allowances you’re claiming (from the applicable worksheet on the following pages)
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$
6
Additional amount, if any, you want withheld from each paycheck
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6
7
I claim exemption from withholding for 2018, and I certify that I meet both of the following conditions for exemption.
• Last year I had a right to a refund of all federal income tax withheld because I had no tax liability, and
• This year I expect a refund of all federal income tax withheld because I expect to have no tax liability.
If you meet both conditions, write “Exempt” here .
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7
Under penalties of perjury, I declare that I have examined this certificate and, to the best of my knowledge and belief, it is true, correct, and complete.
Employee’s signature
(This form is not valid unless you sign it.)
Date
8 Employer’s name and address (Employer: Complete boxes 8 and 10 if sending to IRS and complete
9 First date of
10 Employer identification
boxes 8, 9, and 10 if sending to State Directory of New Hires.)
employment
number (EIN)
W-4
For Privacy Act and Paperwork Reduction Act Notice, see page 4.
Form
(2018)
Cat. No. 10220Q

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