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• tax man
• mail
• 2023/01/03 (Tue) 18:12
• Report

The following answers your questions regarding filling out the W-4.

Basically, if you are single or married filing jointly,
simply select Single or Married Filing Joint in Step 1 of the W-4 and
sign Step 5.

Step 2 is for those who have multiple jobs or whose wife also works for a company
and
Step 3 is for those who have children.

The problem is with Step 4, especially in the case of this question,
（ I think the Extra withholding section of C ） needs to be filled out.

As to your question, "Federal tax was only deducted by a few tens of dollars."
So, if you have to pay it every time you make a tax return,
you need to ask the company's accounting department in advance
to add the same Federal Tax each time you make a tax return.
For this purpose, you can specify
the amount of tax to be paid each time in the （ C ） Extra withholding field in Step 4.

Here is an example.

First, look at the 2021 1040 form.

The total tax amount is shown in column 24.
The amount of tax collected from the W-2 is shown in column A of number 25.

Suppose

the amount in #24 is ＄ 2 ， 600 ． 00.
And let's say the total amount of W-2 in #25 is ＄ 1 ， 300 ． 00

In the declaration, ＄ 1 ， 300 ． 00 （ ＝ ＄ 2 ， 600 ． 00- ＄ 1 ， 300 ． 00 ）
payment.

To avoid this, you can enter ＄ 50 ． 00 in Step C of W-4 and specify to pay
additional ＄ 50 ． 00 from each Paycheck,
additional ＄ 1 ， 300 ． 00 （ ＝ ＄ 50 ． 00X 26 weeks ）, resulting in total income tax payments of
＄ 2 ， 600 ． 00 ＝ ＄ 1 ， 300 ． 00 ＋ ＄ 1 ， 300 ． 00 （ ＄ 50 ． 00X 26 weeks ）
and the total amount of total tax you owe becomes ＄ 2 ， 600 ． 00

Of course, increasing this amount will result in a refund, and you will get
money back on your tax return each time.

You should explain this to your accountant
when you calculate and submit the amount on this W-4.

Please understand and follow the above regarding the processing of W-4s.

• tax man
• mail
• 2023/01/04 (Wed) 17:25
• Report

I have a client who has very little income tax deducted from his paycheck.

He has a total of 4 － 5 W-2s, and each W-2 has no income tax deducted because he works very few hours at each company （ mainly restaurants ）
.
However, the total amount of W-2 （ 4 － 5 ） is quite large, so when the total is reported on the tax return
, the total amount will come out and income tax will be paid, and

the wife is a W-2 who works for a company. The wife works for a company and is a W-2, but her husband is a free agent and pays income tax on his tax return
and the wife's refund goes to pay the husband's income tax, so she has to pay each time
.
I advised her last year to change her W-4 status to Single instead of Married Filing Joint.

In this case, if you want to avoid paying tax return
, I think the only way is to ask your accountant
to withhold a fixed amount of income tax from your paycheck, starting from a certain dollar amount each time.