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posted May 29, 2024 12:18:39 PM

Adjustments to W4 and DE4

Hello--My income has increased (yearly salary) this March when I received a raise. Is there anything I can do to avoid owing taxes? Are there any specific adjustments I need to make to my W4 and DE4 (California)? Last year, I received a raise as well, and I wind up owing federal taxes this year for not properly adjusting my forms. I'm looking for a little guidance on what to do to avoid this issue. Thank you!

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1 Replies
Employee Tax Expert
May 29, 2024 12:36:23 PM

Congratulations on the raise! It's always a good idea to re-assess your W-4/withholdings whenever there is a change in income and/or sources of income. Your W-4 with your employer can be updated at any time, and there is no limit to the number of times it is updated.

This calculator is a good tool to use: https://turbotax.intuit.com/tax-tools/calculators/w4/ 
You will want to have information about all of your sources of income handy when you fill it out.

For the California DE4, there is a worksheet with the form that is useful in determining the appropriate entries: https://edd.ca.gov/siteassets/files/pdf_pub_ctr/de4.pdf

The worksheet begins on page 3 of the PDF linked here.