Guide to Global Payroll Management - 2020 - D-19

Appendix D-Federal Forms and Instructions

Form

W-4

Employee's Withholding Certificate
▶

Department of the Treasury
Internal Revenue Service

Step 1:
Enter
Personal
Information

OMB No. 1545-0074

Complete Form W-4 so that your employer can withhold the correct federal income tax from your pay.
▶ Give Form W-4 to your employer.
▶ Your withholding is subject to review by the IRS.

(a) First name and middle initial

(b) Social security number

Last name

Address

▶ Does your name match the
name on your social security
card? If not, to ensure you get
credit for your earnings, contact
SSA at 800-772-1213 or go to
www.ssa.gov.

City or town, state, and ZIP code

(c)

2020

Single or Married filing separately
Married filing jointly (or Qualifying widow(er))
Head of household (Check only if you're unmarried and pay more than half the costs of keeping up a home for yourself and a qualifying individual.)

Complete Steps 2-4 ONLY if they apply to you; otherwise, skip to Step 5. See page 2 for more information on each step, who can
claim exemption from withholding, when to use the online estimator, and privacy.

Step 2:
Multiple Jobs
or Spouse
Works

Complete this step if you (1) hold more than one job at a time, or (2) are married filing jointly and your spouse
also works. The correct amount of withholding depends on income earned from all of these jobs.
Do only one of the following.
(a) Use the estimator at www.irs.gov/W4App for most accurate withholding for this step (and Steps 3-4); or
(b) Use the Multiple Jobs Worksheet on page 3 and enter the result in Step 4(c) below for roughly accurate withholding; or
(c) If there are only two jobs total, you may check this box. Do the same on Form W-4 for the other job. This option
is accurate for jobs with similar pay; otherwise, more tax than necessary may be withheld . . . . . ▶
TIP: To be accurate, submit a 2020 Form W-4 for all other jobs. If you (or your spouse) have self-employment
income, including as an independent contractor, use the estimator.

Complete Steps 3-4(b) on Form W-4 for only ONE of these jobs. Leave those steps blank for the other jobs. (Your withholding will
be most accurate if you complete Steps 3-4(b) on the Form W-4 for the highest paying job.)

Step 3:
Claim
Dependents

If your income will be $200,000 or less ($400,000 or less if married filing jointly):
Multiply the number of qualifying children under age 17 by $2,000 ▶ $
Multiply the number of other dependents by $500
Add the amounts above and enter the total here

Step 4
(optional):
Other
Adjustments

Step 5:

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▶

$

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3

$

(a) Other income (not from jobs). If you want tax withheld for other income you expect
this year that won't have withholding, enter the amount of other income here. This may
include interest, dividends, and retirement income . . . . . . . . . . . .

4(a) $

(b) Deductions. If you expect to claim deductions other than the standard deduction
and want to reduce your withholding, use the Deductions Worksheet on page 3 and
enter the result here . . . . . . . . . . . . . . . . . . . . .

4(b) $

(c) Extra withholding. Enter any additional tax you want withheld each pay period

4(c) $

▲

Employers
Only

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.

Under penalties of perjury, I declare that this certificate, to the best of my knowledge and belief, is true, correct, and complete.
▲

Sign
Here

.

.

Employee's signature (This form is not valid unless you sign it.)

Employer's name and address

For Privacy Act and Paperwork Reduction Act Notice, see page 3.

First date of
employment

Cat. No. 10220Q

Date
Employer identification
number (EIN)

Form W-4 (2020)

D-19
http://www.ssa.gov http://www.irs.gov/W4App
Guide to Global Payroll Management - 2020

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