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Returning Member
posted Feb 20, 2021 7:34:35 AM

Why is my tax due higher than my total federal withholdings?

This year my taxes are as simple as they get.  My gross pay for wages and over time was $81,704 reported on my W2.  I have no other income to report (my spouse was unemployed for the entire year of 2020 and longer).  Obviously I was taxed on that gross pay and the appropriate taxes were withheld from each paycheck.  My total Federal Withholdings on my W2 were $5,606.  

 

When calculating my taxes I am taking the standard deductions for Married filing jointly, this reduces my taxable income to only $56,940.  According to the tax table my taxes due for a taxable income of $56,940 is $6,432.

 

Luckily I have children so I can take advantage of the Child tax credit which leaves me with a nice refund, however this got me thinking to hypothetically if I did not have children (or when I can no longer claim them as dependents).  If there was no child tax credit I can claim, I would end up owing $830 instead (6432 tax due less the 5606 already withheld).

 

My question is that, if federal taxes were withheld from my paycheck based on my gross pay of ~$82,000, but after the standard deductions my taxable income is ~$25,000 less, why would the taxes due on the lower income be more than what was already withheld based on the higher income?  My W4 is stated as Married with 5 allowances.  Perhaps I have my allowances set too high?  I calculated 5 based on myself, my spouse and our 3 children.  

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1 Replies
Expert Alumni
Feb 21, 2021 11:07:22 AM

It is absolutely based on your allowances and if you wish a higher refund, you could adjust them. As your children stop being dependents, you will also lower your number of allowances and your taxes withheld will become greater.