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Level 1
May 13, 2026
Question

I want to break even or get a small return at the end of the year

  • May 13, 2026
  • 1 reply
  • 14 views

Hi, I’m trying to figure out how to fill out my W-4 so that I either break even or get a small tax refund at the end of the year.

Here’s my situation:

  • Filing status: Single

  • Pay rate: $27/hour

  • Hours: 40 per week

  • Pay schedule: Biweekly

What would you recommend I put on my W-4 for withholding?

1 reply

Loretta P
Level 6
Level 6
May 13, 2026

The IRS W-4 guidelines/FAQ suggest the easiest way to increase your withholding is to enter the additional amount in Step 4(c) of the new W-4 forms that you would like your employer to withhold from each paycheck.

 

Turbotax has a calculator to help walk you through the process of updating your W-4.  The calculator allows you to add information from additional sources to help you dial in the amount of withholding.  You can then change different numbers to dial in your withholding before providing that information to your employer.

 

Helpful links:

FAQs on the 2020 Form W-4 

W-4 Calculator 2026

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