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You should focus on Step 2 of the W4 form: Multiple jobs or spouses work. If you have one job each that pays relatively the same amount, you can check the box in Step 2(c).    If you and your spouse have multiple jobs or one job pays more than half of the other job, fill out the worksheet for Step 2(b) for only one of the W4s. Enter the results for that Step 2(b) worksheet on Line 4(c). For either choice in Step 2, be sure to complete Step 3 for only one W4s you complete for your employer If you have dependents.

Yes, you get back what you over withhold. You don’t want to withhold too much since you would be giving the government money that could have been in your pocket but you don’t want to owe more than $1,000 which subjects you to a penalty. 

It's best to use a tax withholding estimater like our W-4 Calculator.  The IRS also has a withholding calculator  Carefully following the steps on the W-4 and being sure to indicate that there are multiple jobs in Step 2 will help facilitate more accurate withholding.  There is also a Multiple Jobs Worksheet as part of the W-4.  This will also help determine an additional withholding amount that to enter in Step 4(c) on one of the W-4 forms (typically the higher earner's). Thank you for joining us today @ecarroll92 !   Hope this helps! Cindy

TurboTax and the IRS saves returns for seven years and then they are gone.  Your 2017 return is likely already purged, but you can check.     You have to access your own account and/or  print it for yourself using exactly the same account and user ID that you used when you prepared the return.    https://myturbotax.intuit.com/   Start a 2024 return online and enter some personal information  so that the menu on the left opens up and lets you access your past year returns.   https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/01/27010     https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m5y4ch1y   Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx Account Recovery     Or did you use the desktop version of TurboTax?  If so, the files are on your own hard drive or any backup device you used like a flash drive.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/find-last-year-tax-data-file-tax-file-computer/L0XJvPaJr_US_en_US?uid=m6gufxei     https://ttlc.intuit.com/turbotax-support/en-us/help-article/data-systems/find-tax-data-file-mac/L4VNGm33S_US_en_US?uid=m6guhab0 You can get a free transcript from the IRS or for a fee of $30, an actual copy of your tax return. https://www.irs.gov/individuals/get-transcript https://www.irs.gov/pub/irs-pdf/f4506.pdf       SAVE YOUR TAX RETURNS ! EVERY year before mid-October you should save a copy of your tax return as a pdf and print a copy of it for your records.  That way you will not be searching online frantically when you need it for a lender, FAFSA forms, your next tax return, etc.    https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m6guj526   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m78eb8pc In order to transfer a past year return to the new return you need the tax file   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-turbotax-online-return-tax-data-file/L4xwOG3LF_US_en_US?uid=m6guk3xl   NOTE:  TurboTax and the IRS save returns for seven years.  Returns older than seven years are purged.