[Event] Ask the Experts: All About the W-4

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All About the W-4 | Ask the Experts

Join us on Wednesday, May 13th any time between 9:00 am and 5:00 pm Pacific Time for our latest installment of our Ask the Experts event series. Filling out a W-4 form is confusing for most people. Our Experts will be here to answer your tax withhold... read more

My paycheck is deducting a lot of money per paycheck since i added my husband’s income in my w4

Me and my husband almost earn the same annual salary. We both work in different companies. Last year we didnt know we had to add each other’s income in our w4 so end of the year we had to pay penalty to IRS and owed a lot of tax. So this year to avoi... read more

W-4

How can I adjust my W-4 so that I owe less taxes? I have a side gig and investments with capital gains.

W4 inquiry

Hello my wife and I have just recently updated our W-4 forms with our employers because we did not have enough federal taken out since we owed on our recent tax return on our recent W-4 forms. We did not claim dependents on our updated forms even tho... read more

W4 withdrawal

Hello, my spouse and I have changed income brackets and are owing federal taxes the last 2 years. Only one of us is declaring our dependent son. Should both of us do the extra tax withhold or only one? Would it be the higher earner? How should we cal... read more

Job Taxes

Hello. Thank you for doing this forum. I have a few questions about the way my employer calculates the taxes to be taken out of my paycheck. In some years, many of them, I have ended up owing the IRS even though I always file single, claiming 0 exemp... read more

Substitute teacher with unreliable income

A substitute teacher in CA, not paid every month, and, of course, no pay all summer. School districts don’t deduct federal and state from paychecks if the pay is lower than a certain amount. The jobs are unpredictable. Nevertheless, CA state penalize... read more

Married filing jointly

The last 2 years we have had to pay an extra $2000-3000 in federal income tax. I had not updated my w-4 for 10 years. Claimed 2 exemptions. This past year I had to pay a penalty. I make around $125000 and husband $25000. One job each. Clearly somethi... read more

How to fill out updated W4s to avoid having to pay over $2k at tax time?

Something is off and for the last 3 years we end up having to pay over $2k for federal taxes. How can we fill out updated forms so that we either come out close even or end up with a small return ? hopefully this information is sufficient: -We have 2... read more

Filling out W-4

My husband and I, both make decent money, we do have debt so we're paying a lot on that, my husband works 3- 12 hour shifts at $28/hour and I work 5- 8 hour shifts at $26/hour, I will also be starting a per diem job at $20/hour, unknown amount of hou... read more

How Should My Spouse Update Her W-4?

My spouse has very little federal income tax withheld from her paychecks, and as a result we usually owe money during tax season. How should she update her W-4 so that more federal taxes are withheld throughout the year and we avoid owing as much at ... read more

Tax W-4

How do I change my tax W-4 so that I don't owe taxes again? Every year my wife and I, whether we change jobs or not, make sure everything on our tax forms is as up to date and accurate as possible and we still end up owing money. Howcome? Thanks!

W4 adjustments

How do my husband and I fill out our w4’s so we don’t have to pay in, and instead come close to breaking even?

Reducing Tax hit

Hi,Hoping you can help me think through my W-4 situation for 2026.Quick context: I'm a W-2 employee at Amazon in Washington state, single filer, with roughly $223,608 in eligible comp ($145,200 base + $78,408 variable paid quarterly). I ended up owin... read more

K1 losses

After filing my 2025 return, I just received an updated K1 form showing more losses. Although i cant use the losses now with no passive income, I will use in the future. So I still have to amend the return to report higher losses. How do I do that? I... read more