Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Jun 5, 2019 11:20:13 PM

I am not sure if I qualify to claim exemption from withholding for 2018 on W-4; how do I know if I can? I'm single & have 1 job, income is under $40k.

0 2 7368
2 Replies
Level 15
Jun 5, 2019 11:20:14 PM

From the instructions for form W-4:

Exemption from withholding. 

You may claim exemption from withholding for 2018 if both of the following apply.

 • For 2017 you had a right to a refund of all federal income tax withheld because you had no tax liability, and

 • For 2018 you expect a refund of all federal income tax withheld because you expect to have no tax liability

Reference: https://www.irs.gov/pub/irs-pdf/fw4.pdf

"Having a tax liability" is after all credits, including refundable credits like the Earned Income Credit and Child Tax Credit.

A single person with $40K income and no kids is extremely unlikely to be exempt.

Reference: https://blog.turbotax.intuit.com/tax-refunds/can-i-file-exempt-still-get-a-tax-refund-6695/

Level 15
Jun 5, 2019 11:20:16 PM