Gather your personal information: name, address, Social Security number, and filing status
Determine whether you have multiple jobs or a working spouse
Estimate whether you can claim dependents
Decide if you qualify for other tax credits
Consider any other income not from jobs
Consider whether you want extra tax withheld from each paycheck
Use the IRS W-4 worksheet or tax withholding estimator if needed
Complete Step 1 with your personal information
Complete Step 2 if you have multiple jobs or a spouse who works
Complete Step 3 if you claim dependents
Complete Step 4 if you have other income, deductions, or extra withholding requests
Sign and date the form
Submit the completed W-4 to your employer