How to I use my 2016 tax return to estimate how I should adjust my W-4?

[Paul-K]

I don't see an option to access the estimating calculator.

[AnthonyC · Accepted solution]

Follow the steps below to access this section of the program.  The steps assume that you have already filed the return because that is the more complicated scenario.  If you have not filed the return already, then log into your account, click Take Me to My Return and skip to the 7th step below to find the appropriate section.

• Log into your account (make sure correct username)
  
• On the homepage, click the Taxes tab and then My Tax Timeline
  
• Scroll down to the section below your 2016 return entitled "Some Other Things you Can Do"
  
• Click "Add a State"
  
• This will allow you back into your return without amending (you don't need to actually add a state)
  
• This should bring you to a new homepage welcome screen
  
• Click Federal taxes > Other Tax Situations > Other Tax Forms > Form W4 and Estimated Taxes
  
• Follow the prompts and you will be asked a series of questions.