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

Education Benefits And Credits

Did you know that higher education can help you earn benefits and credits on your tax return? Learn more and get tax answers at H&R Block.

Itemize Deductions: Married Filing Separately

Can you split donations with your spouse if you itemize deductions and file married filing separately? Learn more from the tax experts at H&R Block.

Married Filing Jointly or Separately

Learn how filing jointly vs. separately when you’re married can impact your tax return with advice from the tax experts at H&R Block.

1098-T and American Opportunity Credit

Learn whether you can claim the American Opportunity Credit if you received a 1098-T form from your dependents college with advice from H&R Block.