10 Things Every Worker Needs to Know About the W-4 Form

Anyone who has started a new job will know about filling out a W-4 form. Your new boss will use that information to calculate how much tax to withhold from your paycheck.

Picture of "withholding tax" written on blue wood
(Image credit: Getty Images)

The W-4 form is used by workers to provide their employer with the information needed to determine how much income tax should be withheld from their paycheck. Although simple in principle, it's important to get this amount correct. Otherwise, you may be in for a big surprise when you file your next tax return.

When filling out a W-4 form, you'll be asked to include things like your expected filing status, family income from other jobs, number of dependents, and tax deductions you plan to claim. Once your employer has the necessary information, the company will take it from there and do the necessary calculations. But to help make sure you get it right, here are 10 things every worker needs to know about the current W-4 form. Take a look so you can tackle your next W-4 form with confidence.

William Neilson
Associate Tax Editor, Kiplinger.com

William joined Kiplinger in July 2021. Prior to this, William worked in the tax world for over 15 years. He spent time working at the IRS, the U.S. Tax Court, and several private law firms where he dealt with both individual and corporate clients. He has a B.A. in Journalism from the University of Georgia, a J.D. from the Loyola University College of Law, and an LL.M. in Taxation from the Northwestern School of Law.