Question

How do I calculate the federal tax withheld from pay? Do I need to complete a personal allowances worksheet?

Answer

To determine the correct federal tax withheld from your pay, you will need to complete the personal allowances worksheet on your W-4. Your withholding is based on:

  • Your filing status (Ex: single or married filing jointly)
  • The number of allowances you claim
  • Other information

You can increase your refund by:

  • Reducing the number of allowances claimed
  • Having an additional amount withheld from each paycheck

File your W-4 with your employer, so your employer can withhold the correct amount of tax.

Related Topics

Related Resources

Are Political Contributions Tax Deductible? | H&R Block

Are political contributions tax deductible? Before signing a check, learn the difference between charitable giving and political donations at H&R Block.

What’s the Difference? Enrolled Agent vs. CPA

What’s the difference between an enrolled agent (EA) vs. a certified public accountant (CPA)? Explore the roles of EAs and CPAs at H&R Block.

What Types of Tax Preparers Are There?

Tax preparers can have various designation and specialties. Learn how different types of tax preparers at H&R Block can help you in person or virtually.

Veterans Day: Are Veterans Benefits Taxable?

Are Veterans benefits taxable? Our H&R Tax Professionals address your veteran's related tax questions in honor of our soldiers this Veteran's Day.