Fillable Printable Form W4

What is a Form W4 ?

Form W-4, otherwise known as the employee's withholding allowance certificate, is an IRS form you complete to let your employer know how much money to withhold from your paycheck for federal taxes, which means how many allowances you should claim. It can also prevent you from overpaying your taxes, putting more money in your pocket during the year. Find fillable W-4 form below for your tax-related issue. Edit, sign and download this printable form at Handypdf.com.

Fillable Printable Form W4

What is a Form W4 ?

Form W4

Form W-4 (2017)

Purpose. Complete Form W-4 so that your

employer can withhold the correct federal income

tax from your pay. 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 2017 expires

February 15, 2018. See Pub. 505, Tax Withholding

and Estimated Tax.

Note: If another person can claim you as a dependent

on his or her tax return, you can’t claim exemption

from withholding if your total income exceeds $1,050

and includes more than $350 of unearned income (for

example, interest and dividends).

Exceptions. An employee may be able to claim

exemption from withholding even if the employee is

a dependent, if the employee:

• Is age 65 or older,

• Is blind, or

• Will claim adjustments to income; tax credits; or

itemized deductions, on his or her tax return.

The exceptions don’t apply to supplemental wages

greater than $1,000,000.

Basic instructions. If you aren’t exempt, complete

the Personal Allowances Worksheet below. The

worksheets on page 2 further adjust your

withholding allowances based on itemized

deductions, certain credits, adjustments to income,

or two-earners/multiple jobs situations.

Complete all worksheets that apply. However, you

may claim fewer (or zero) allowances. For regular

wages, withholding must be based on allowances

you claimed and may not be a flat amount or

percentage of wages.

Head of household. Generally, you can claim head

of household filing status on your tax return only if

you are unmarried and pay more than 50% of the

costs of keeping up a home for yourself and your

dependent(s) or other qualifying individuals. See

Pub. 501, Exemptions, Standard Deduction, and

Filing Information, for information.

Tax credits. You can take projected tax credits into

account in figuring your allowable number of

withholding allowances. Credits for child or dependent

care expenses and the child tax credit may be claimed

using the Personal Allowances Worksheet below.

See Pub. 505 for information on converting your other

credits into withholding allowances.

Nonwage income. If you have a large amount of

nonwage income, such as interest or dividends,

consider making estimated tax payments using Form

1040-ES, Estimated Tax for Individuals. Otherwise,

you may owe additional tax. If you have pension or

annuity income, see Pub. 505 to find out if you should

adjust your withholding on Form W-4 or W-4P.

Two earners or multiple jobs. If you have a

working spouse or more than one job, figure the

total number of allowances you are entitled to claim

on all jobs using worksheets from only one Form

W-4. Your withholding usually will be most accurate

when all allowances are claimed on the Form W-4

for the highest paying job and zero allowances are

claimed on the others. See Pub. 505 for details.

Nonresident alien. If you are a nonresident alien, see

Notice 1392, Supplemental Form W-4 Instructions for

Nonresident Aliens, before completing this form.

Check your withholding. After your Form W-4 takes

effect, use Pub. 505 to see how the amount you are

having withheld compares to your projected total tax

for 2017. See Pub. 505, especially if your earnings

exceed $130,000 (Single) or $180,000 (Married).

Future developments. Information about any future

developments affecting Form W-4 (such as

legislation enacted after we release it) will be posted

at www.irs.gov/w4.

Personal Allowances Worksheet (Keep for your records.)

A Enter “1” for yourself if no one else can claim you as a dependent . . . . . . . . . . . . . . . . . . A

B Enter “1” if:

{

• You’re single and have only one job; or

• You’re married, have only one job, and your spouse doesn

’

t work; or . . .

•

Your wages from a second job or your spouse’s wages (or the total of both) are $1

,500

or less.

}

Enter “1” for your spouse. But, you may choose to enter “-0-” if you are married and have either a working spouse or more

than one job. (Entering “-0-” may help you avoid having too little tax withheld.) . . . . . . . . . . . . . .

D Enter number of dependents (other than your spouse or yourself) you will claim on your tax return . . . . . . . . D

E Enter “1” if you will file as head of household on your tax return (see conditions under Head of household above) . . E

F Enter “1” if you have at least $

2,000

of child or dependent care expenses for which you plan to claim a credit . . . F

(Note: Do not include child support payments. See Pub. 503, Child and Dependent Care Expenses, for details.)

G Child Tax Credit (including additional child tax credit). See Pub. 972, Child Tax Credit, for more information.

• If your total income will be less than $

70,000

100,000

if married), enter “2” for each eligible child; then less “1” if you

have two to four eligible children or less “2” if you have five or more eligible children.

• If your total income will be between $70,000 and $84,000 ($100,000 and $119,000 if married), enter “1” for each eligible child.

Add lines A through G and enter total here. (Note: This may be different from the number of exemptions you claim on your tax return.)

▶

For accuracy,

complete all

worksheets

that apply.

{

• If you plan to itemize or claim adjustments to income and want to reduce your withholding, see the Deductions

and Adjustments Worksheet on page 2.

• If you are single and have more than one job or are married and you and your spouse both work and the combined

earnings from all jobs exceed $

50,000

20,000

if married), see the Two-Earners/Multiple Jobs Worksheet on page 2

to avoid having too little tax withheld.

• If neither of the above situations applies, stop here and enter the number from line H on line 5 of Form W-4 below.

Separate here and give Form W-4 to your employer. Keep the top part for your records.

Form W-4

Department of the Treasury

Internal Revenue Service

Employee’s Withholding Allowance Certificate

▶

Whether you are entitled to claim a certain number of allowances or exemption from withholding is

subject to review by the IRS. Your employer may be required to send a copy of this form to the IRS.

OMB No. 1545-0074

2017

1 Your first name and middle initial Last name

Home address (number and street or rural route)

City or town, state, and ZIP code

2 Your social security number

Single Married Married, but withhold at higher Single rate.

Note: If married, but legally separated, or spouse is a nonresident alien, check the “Single” box.

If your last name differs from that shown on your social security card,

check here. You must call 1-800-772-1213 for a replacement card.

▶

5 Total number of allowances you are claiming (from line H above or from the applicable worksheet on page 2) 5

6 Additional amount, if any, you want withheld from each paycheck . . . . . . . . . . . . . . 6

7 I claim exemption from withholding for 2017, 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 . . . . . . . . . . . . . . .

▶

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 lines 8 and 10 only if sending to the IRS.)

9 Office code (optional)

10 Employer identification number (EIN

)

For Privacy Act and Paperwork Reduction Act Notice, see page 2.

Cat. No. 10220Q

Form W-4 (2017)

Page 2

Deductions and Adjustments Worksheet

Note: Use this worksheet only if you plan to itemize deductions or claim certain credits or adjustments to income.

Enter an estimate of your 2017 itemized deductions. These include qualifying home mortgage interest, charitable contributions, state

and local taxes, medical expenses in excess of 10% of your income, and miscellaneous deductions. For 2017, you may have to reduce

your itemized deductions if your income is over $

313,800

and you’re married filing jointly or you’re a qualifying widow(er); $

287,650

if you’re head of household; $

261,500

if you’re single, not head of household and not a qualifying widow(er); or $

156,900

if you’re

married filing separately. See Pub. 505 for details

. . . . . . . . . . . . . . . . . . . . .

2 Enter:

{

12,700

if married filing jointly or qualifying widow(er)

9,350

if head of household . . . . . . . . . . .

6,350

if single or married filing separately

}

3 Subtract line 2 from line 1. If zero or less, enter “-0-” . . . . . . . . . . . . . . . . 3

Enter an estimate of your 2017 adjustments to income and any additional standard deduction (see Pub. 505)

Add lines 3 and 4 and enter the total. (Include any amount for credits from the Converting Credits to

Withholding Allowances for 2017 Form W-4 worksheet in Pub. 505.) . . . . . . . . . . . .

6 Enter an estimate of your 2017 nonwage income (such as dividends or interest) . . . . . . . . 6

7 Subtract line 6 from line 5. If zero or less, enter “-0-” . . . . . . . . . . . . . . . . 7

8 Divide the amount on line 7 by $

4,050

and enter the result here. Drop any fraction . . . . . . . 8

9 Enter the number from the Personal Allowances Worksheet, line H, page 1 . . . . . . . . . 9

Add lines 8 and 9 and enter the total here. If you plan to use the Two-Earners/Multiple Jobs Worksheet,

also enter this total on line 1 below. Otherwise, stop here and enter this total on Form W-4, line 5, page 1

Two-Earners/Multiple Jobs Worksheet (See Two earners or multiple jobs on page 1.)

Note: Use this worksheet only if the instructions under line H on page 1 direct you here.

Enter the number from line H, page 1 (or from line 10 above if you used the Deductions and Adjustments Worksheet)

Find the number in Table 1 below that applies to the LOWEST paying job and enter it here. However, if

you are married filing jointly and wages from the highest paying job are $65,000 or less, do not enter more

than “3” . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

If line 1 is more than or equal to line 2, subtract line 2 from line 1. Enter the result here (if zero, enter

“-0-”) and on Form W-4, line 5, page 1. Do not use the rest of this worksheet . . . . . . . . .

Note: If line 1 is less than line 2, enter “-0-” on Form W-4, line 5, page 1. Complete lines 4 through 9 below to

figure the additional withholding amount necessary to avoid a year-end tax bill.

4 Enter the number from line 2 of this worksheet . . . . . . . . . . 4

5 Enter the number from line 1 of this worksheet . . . . . . . . . . 5

6 Subtract line 5 from line 4 . . . . . . . . . . . . . . . . . . . . . . . . . 6

7 Find the amount in Table 2 below that applies to the HIGHEST paying job and enter it here . . . . 7

8 Multiply line 7 by line 6 and enter the result here. This is the additional annual withholding needed . . 8

Divide line 8 by the number of pay periods remaining in 2017. For example, divide by 25 if you are paid every two

weeks and you complete this form on a date in January when there are 25 pay periods remaining in 2017. Enter

the result here and on Form W-4, line 6, page 1. This is the additional amount to be withheld from each paycheck

Table 1

Married Filing Jointly

If wages from LOWEST

paying job are—

Enter on

line 2 above

$0 - $7

,000

7,001

- 14

,000

14,001

- 22

,000

22,001

- 27

,000

27,001

- 35

,000

35,001

- 44

,000

44,001

- 55

,000

55,001

- 65

,000

65,001

- 75

,000

75,001

- 80

,000

80,001

- 95

,000

95,001

- 115

,000

115,001

- 130

,000

130,001

- 140

,000

140,001

- 150

,000

150,001

and over 15

All Others

If wages from LOWEST

paying job are—

Enter on

line 2 above

$0 - $8

,000

8,001

- 16

,000

16,001

- 26

,000

26,001

- 34

,000

34,001

- 44

,000

44,001

- 70

,000

70,001

- 85

,000

85,001

- 110

,000

110,001

- 125

,000

125,001

- 140

,000

140,001

and over 10

Table 2

Married Filing Jointly

If wages from HIGHEST

paying job are—

Enter on

line 7 above

$0 - $

75,000

$610

75,001

135,000

1,010

135,001

205,000

1,130

205,001

360,000

1,340

360,001

405,000

1,420

405,001

and over 1,600

All Others

If wages from HIGHEST

paying job are—

Enter on

line 7 above

$0 - $

38,000

$610

38,001

85,000

1,010

85,001

185,000

1,130

185,001

400,000

1,340

400,001

and over 1,600

Privacy Act and Paperwork Reduction Act Notice. We ask for the information on this form

to carry out the Internal Revenue laws of the United States. Internal Revenue Code sections

3402(f)(2) and 6109 and their regulations require you to provide this information; your employer

uses it to determine your federal income tax withholding. Failure to provide a properly

completed form will result in your being treated as a single person who claims no withholding

allowances; providing fraudulent information may subject you to penalties. Routine uses of

this information include giving it to the Department of Justice for civil and criminal litigation; to

cities, states, the District of Columbia, and U.S. commonwealths and possessions for use in

administering their tax laws; and to the Department of Health and Human Services for use in

the National Directory of New Hires. We may also disclose this information to other countries

under a tax treaty, to federal and state agencies to enforce federal nontax criminal laws, or to

federal law enforcement and intelligence agencies to combat terrorism.

You are not required to provide the information requested on a form that is

subject to the Paperwork Reduction Act unless the form displays a valid OMB

control number. Books or records relating to a form or its instructions must be

retained as long as their contents may become material in the administration of

any Internal Revenue law. Generally, tax returns and return information are

confidential, as required by Code section 6103.

The average time and expenses required to complete and file this form will vary

depending on individual circumstances. For estimated averages, see the

instructions for your income tax return.

If you have suggestions for making this form simpler, we would be happy to hear

from you. See the instructions for your income tax return.