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Thanks so much!   The employer really doesn't know what's going on, just that my W-4 "isn't right." Square just refuses to cut a check, saying they cannot withhold the amount they need to based upon the W-4 numbers.  I've tried twice, amending the numbers each time, and it has balked at a paycheck.  The IRS calculator I have used to configure a W-4 gave me the answer of "Your tax liability is greater than your income" - essentially no help.     All of the W-4 information I can reference suggests that the system is based on W-2 earnings being the "source" of funds for paying taxes (estimated or otherwise).  I usually have to click the boxes in TurboTax for "this is uncommon and doesn't apply to many people" so the territory isn't new.    I should get paid again in a few weeks. We will see if how I filled it out this time works and if they will cut me check.  I completed it with numbers that are our "normal" income levels, without those things I know we will do this year that create our need for estimated tax payments.     As long as we have "safe harbored" our taxes, we should be okay, I think. 

SSA 1300 - 1300.3 What types of income are NOT considered wages? "www.ssa.gov/OP_Home/handbook/handbook.13/handbook-1300.html" Doesn't this mean that Amazon Vine value does not apply as the VINE rules explicitly state that you can NOT return or resale any of the vine items to get cash. So based off what I see, it should not reduce your social security benefit even if you report it on your tax return. Please explain if I am wrong? timjor19 Wages for Social Security Purposes 1300.1What are wages? “Wages” means all payment for services you perform for your employer. Wages do not have to take the form of cash. The cash value of all compensation paid to you in any form other than cash is also considered wages (unless the form of payment is specifically not covered under the Social Security Act). 1300.2What types of income are considered wages? Wages include bonuses, commissions, fees, vacation pay, cash tips of $20 or more a month, and severance pay. 1300.3What types of income are NOT considered wages? Types of income that are not wages include capital gains, gifts, inheritances, investment income, and jury duty pay.

@1health-one-dev  generally yes.  The entity is an US entity, not disregarded and has to pay taxes on world income.  Generally , with only foreign partners, there should be a US agent whom would be responsible  for filing and paying taxes.   See here -- Helpful hints for partnerships with foreign partners | Internal Revenue Service Also note that many of the gulf countries do not have tax treaty with the USA.   Is there more I can do for you ?

If the side job is just $2,000 a year and the W-4 is showing that you are not making enough to have deductions taken out, you can add to your quarterly estimated taxes based on your tax rate.  For example if your tax rate is 10% year, you would want to pay in an estimated $200  a year over the 4 quarters.    

Thank you for the quick reply. So I input my investments and got new adjustments and withholdings for federal. My question now is about my state specific taxes (AZ). I owed a few hundred dollars in state taxes for 2024 while having my withholding percentage set to the max (3.5%). How do I go about calculating how much additional withholding I need so I don't owe state taxes again?

With you making only about $2,000 from this job, I have to assume the rejection of the non-acceptance of the W-4 is due to the amount you make, which is well below the standard deduction of $15,000 for single and $30,000 for married filing jointly.      I would just build the $2,000 of income into the estimated taxes you already pay, though you may want to ask your employer what the defaults in the Square system are.  They may have a better idea as to why.    Thank you for question @Mingo08    All the best,   Marc T. TurboTax Live Tax Expert 28 Years of Experience Helping Clients

Lets start with the  income tax rates here.  The marginal income tax rates are found here:  2024-2025 Tax Brackets and Tax Rates.   Being single in 2025, the standard deduction is $15,000 for tax year 2025.   That would mean that your taxable income is $175,000 with income of $190,000.  So using the tax brackets, the taxable income above $103,551 is taxed in the 24% tax bracket.      Since you have a bonus as part of this pay, you need to understand that there are two ways that the income taxes can be withheld on a bonus:   The percentage method. Is withheld at 22% for federal income taxes.  Above $1 million it is done at 37%. The aggregate method. Employers that issue bonus payments along with regular wages in one paycheck can withhold taxes on the entire payment as though it’s a single paycheck in a regular payroll period.  Ultimately you do pay a good amount in taxes.  Since I am assuming "killing" refers to the overall taxes and not the actual amount owed in your scenario, since at this income level the income taxes for Federal are about $30,500 and the FICA tax is another $13,200 or so.  This does not include any state tax either.     If it refers to the amount actually owed when filing, you will need to investigate what method your employer uses, and then make adjustments accordingly to account for the bonus component of your pay.   With $19,000 being deferred into a a 401(k), assuming it is pre-tax, which I did, you could raise the level depending upon your age as well.   The limits are as follows:   In 2025, the maximum 401(k) contribution is $23,500 for those under 50. If you are 50 or older, you can contribute an additional $7,500, for a total of $31,000. Individuals aged 60-63 can contribute an additional $11,250, bringing the total to $34,750   Thank you for the question @bscerbo1    All the best,   Marc T. TurboTax Live Tax Expert 28 Years of Experience Helping Clients

The W-4 system changed significantly in 2020, so the "4" allowances you used to claim no longer exist in the same way. The goal of the new W-4 is to make withholding more accurate without relying on a subjective number of allowances. Understanding the New W-4 (Post-2019): No more "allowances": The new W-4 focuses on your filing status, dependents (if any), other income, deductions, and credits. The IRS's aim is for taxpayers to have their withholding as close as possible to their actual tax liability, minimizing large refunds or amounts due at tax time. Strategies to Lower Withholding with Your Income and 401(k): Filing Status: Since you file as "Single with no dependents," this is straightforward. Check the "Single or Married filing separately" box in Step 1. Account for Your 401(k) Contributions (Step 4(b) - Deductions): Your 401(k) contributions are pre-tax, meaning they reduce your taxable income. This is a significant factor in your tax planning. Estimate your annual 401(k) contribution: If you earn $190,000 and contribute 10%, that's $19,000 annually. For 2025, the 401(k) contribution limit is $23,500. If you can, consider increasing your contributions to maximize this tax-advantaged savings, especially with your income level. Use the Deductions Worksheet (Page 3 of Form W-4): This is where you'll account for your 401(k) contributions. Standard Deduction: For a single filer in 2025, the standard deduction is likely around $14,600 (this value updates annually, so confirm the exact 2025 amount when you complete the form). Enter your 401(k) contributions: In the deductions worksheet, you'll enter the amount of your estimated pre-tax 401(k) contributions for the year. Total Itemized/Other Deductions: Compare your standard deduction to your itemized deductions (which for most people, particularly those not itemizing, primarily consist of pre-tax retirement contributions). If your itemized deductions (mainly your 401k) exceed the standard deduction, you can add the difference to the "deductions" line in Step 4(b) of your W-4. Example: If 2025 standard deduction is $14,600 and you contribute $19,000 to your 401(k), you have $4,400 in additional deductions ($19,000 - $14,600). You'd enter $4,400 in Step 4(b). This tells your employer to withhold less because a portion of your income is already tax-free. Address Quarterly Bonuses (Step 4(a) - Other Income (Optional)): Bonuses are taxed as supplemental wages and can be subject to a flat 22% federal withholding rate, or they might be combined with your regular wages and taxed using the aggregate method (based on your W-4). The challenge: When your employer applies the withholding rules to your bonus pay, it might assume that paycheck represents your regular income level throughout the year, leading to over-withholding on the bonus. Strategies for bonuses: Do nothing on the W-4 for bonuses: Your employer will likely withhold a significant amount from your bonus checks. This often leads to a larger refund, which you've experienced. If you prefer a larger refund, this might be okay. Adjust Step 4(a) - "Other Income (Optional)": This step is usually for un-withheld income (like freelance work). However, some people might reduce their standard withholding slightly in anticipation of over-withholding from bonuses, essentially "pre-empting" the extra tax taken. This is more advanced and requires careful monitoring. Most recommended: Use the IRS Tax Withholding Estimator (see below). This tool is designed to handle fluctuating income like bonuses. Additional Withholding (Step 4(c) - Optional): This section allows you to have additional tax withheld. This is the opposite of what you want right now, but it's useful if you ever find yourself under-withheld. The Most Important Tool: IRS Tax Withholding Estimator Given your income level, quarterly bonuses, and 401(k) contributions, a tax withholding estimator will be needed. I recommend using the IRS Tax Withholding Estimator. How it works: You'll input details about your income, filing status, dependents, pay frequency, existing withholding, and most importantly, your 401(k) contributions and expected bonus amounts. It provides a recommendation: The estimator will calculate your projected tax liability and recommend exactly how to fill out your W-4 (including any amounts for Step 4(a) or 4(b)) to get your withholding as close as possible to your actual tax. Re-run it periodically: Since you have quarterly bonuses, it's a good idea to use the estimator at least once a year, and potentially after a large bonus, to ensure your withholding remains accurate. Summary for Lowering Taxes Per Paycheck: Use the IRS Tax Withholding Estimator: This is the most accurate way to tailor your W-4 to your specific financial situation, including your bonuses and 401(k). Maximize 401(k) Contributions: Continue contributing 10% or more. This is a primary driver of tax savings on your paycheck. For 2025, the limit is $23,500. Complete the W-4 Deductions Worksheet: Ensure you accurately reflect your 401(k) contributions in Step 4(b) of the W-4. Review your pay stubs: After submitting your new W-4, monitor your pay stubs to see the impact on your net pay and ensure the withholding is where you expect it to be. By following these steps and utilizing the IRS estimator, you should be able to optimize your withholding to take less out of each paycheck while avoiding a large tax bill at the end of the year. Helpful Links: IRS Withholding Estimator  W4 and your Take Home Pay  How bonuses are taxed  Please feel free to reach backout with any additional questions or concerns you might have! Thank you for joining us today and have an amazing rest of your day!   **Say "Thanks" by clicking the thumb icon in a post **Mark the post that answers your question by clicking on "Mark as Best Answer.”    

The IRS has no record of the 1099s being submitted or rejected, either on the individuals account, or the Estate account. As I mentioned in an earlier post, the Estate account name and address has the name of the estate as the first line, and my name followed by EX , as executor as the second line, the last two lines are the street and city address. QEF will not let me enter two lines for the Name, to allow the inclusion of the second line with my name as on the SS-4. Is there any way to add this using QEF, as this is the only other possible difference in the information? Could there be a problem that the "Business" Payer is the deceased individual, and not a true business? If I need to file manually, can printed forms from the QEF site be used, or must I order the forms from the IRS? I am very frustrated and would appreciate some help if at all possible.