Gather your personal information (full legal name, address, Social Security number).
Choose Filing Status:
Select “Single” or “Married” on the W-4 worksheet section.
If you’re a dependent or have special circumstances, follow the form’s instructions for your situation.
Complete Step 1 (Personal Information):
Enter your name, address, and Social Security number.
Complete Step 2 (Multiple Jobs / Spouse Works):
If you have more than one job or your spouse also works, use the online estimator or follow the form’s instructions for withholding adjustments.
Complete Step 3 (Claim Dependents):
Enter the number of qualifying children and other dependents, if applicable.
Complete Step 4 (Other Adjustments):
Enter any additional income you want considered (if listed on the form).
Enter any extra withholding you want taken out per paycheck.
Enter deductions that exceed the standard deduction only if the form provides a line for it and you’re using the worksheet correctly.
Complete Step 5 (Sign and Date):
Sign and date the form.
Submit to your employer:
Provide the completed W-4 to your payroll department.