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.

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