Gabriella_EA
Employee Tax Expert

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Hello @victoria-butler!

 

Thanks for your excellent question and for providing such helpful detail!

 

The W-4 is a standard form across employers, so if you and your husband are both updating your withholding for 2023, you'll be using the exact same form. However, some employers use different software/methods for capturing your withholding information, so even though it's the same W-4, the process of filling it out can look different with different employers! Regardless, one of the best ways to get your withholding right for a married filing jointly federal return is to use the IRS Withholding Estimator. It sounds like you will benefit from sitting down together to work on this, when each of you has a most-recent paystub from any/all jobs worked in 2023 in hand. You can plan for this tool to take 15-20 minutes or so to walk through, and at the end of it, you'll have an idea of what you're on track for with your 2023 withholding, and you can use this tool to determine how to adjust the W-4s to get you to the end results you're looking for.

 

I'd love to hear a little more about your state circumstances! Could you provide more detail? Also, you'll want to note that Ohio requires you to use the same filing status for the state as you do for federal. If you file married filing jointly for federal, it has to be married filing jointly for Ohio as well.

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