topic What is the best way to account for my wifes ssdi when filing out my w4 in order to make sure enough is taking out in taxes in Get your taxes done using TurboTax

What is the best way to account for my wifes ssdi when filing out my w4 in order to make sure enough is taking out in taxes

nantalbus — Tue, 24 Feb 2026 07:12:34 GMT

Re: What is the best way to account for my wifes ssdi when filing out my w4 in order to make sure enough is taking out in taxes

rjs — Thu, 03 Aug 2023 01:41:01 GMT

Use the Tax Withholding Estimator on the IRS web site to figure out what to put on your W-4 form. Enter your wife's SSDI where it asks about Social Security benefits.

Re: What is the best way to account for my wifes ssdi when filing out my w4 in order to make sure enough is taking out in taxes

nantalbus — Thu, 03 Aug 2023 01:52:36 GMT

thank you champ I did that. Thats how i know i need to increase how much i have taking out as it states atm that we will underpay. I think i should have worded my question better.

I am woundering on my w4 for fed. should I use line 4a and add in my wifes total yearly ssdi amount and have them take extra taxes out for that or use line 4c and just have them take a flat extra amount out each paycheck.

Re: What is the best way to account for my wifes ssdi when filing out my w4 in order to make sure enough is taking out in taxes

rjs — Thu, 03 Aug 2023 03:22:45 GMT

You can determine what to put on your W-4 by using the tools on the last screen of the Withholding Estimator, the Results screen, where it tells you that you will owe tax. Scroll down to where it says "Adjust Your Results to Avoid Owing a Balance." Move the slider to select the approximate refund amount that you want. Then scroll down a little more and click the plus sign next to "How to Adjust Your Withholding." It will tell you exactly what to put on each line of the W-4. Be sure to read the notes in the yellow box below that.

Re: What is the best way to account for my wifes ssdi when filing out my w4 in order to make sure enough is taking out in taxes

nantalbus — Thu, 03 Aug 2023 21:51:45 GMT

thank you I didn't see that part. i went in and changed so that it added a little over what the site suggested to avoid having to pay in. that takes care of fed. for my state(maine) i changed it to married but withholding at single rate to see if that fixes state.

Re: What is the best way to account for my wifes ssdi when filing out my w4 in order to make sure enough is taking out in taxes

xmasbaby0 — Thu, 03 Aug 2023 22:24:36 GMT

There are 11 states that tax Social Security—Colorado, Connecticut, Kansas, Minnesota, Missouri, Montana, Nebraska, New Mexico, Rhode Island, Utah, and Vermont These states offer varying degrees of income exemptions, but two mirror the federal tax schedule: MN and VT.