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Level 1
posted Jul 27, 2022 3:13:52 PM

Filling Out W4 to Fix Underpaying

Hello,
I need help refilling out my W4 with my employer because with this past year’s tax return I was told I underpaid my taxes and had to pay an underpayment fee in addition to the owed taxes.  I just feel totally unsure how to fill it out correctly. :(

0 1 468
1 Best answer
Level 5
Jul 27, 2022 3:17:31 PM

Hi,

 

To play it safe, file as Single or Married, but withhold at the higher Single Rate, to cover the risk of under-withholding and always feel free to include additional withholding tax on W-4 Line 4c, if your comfortable by additional withholding tax. You can use your prior year tax payment due as a possible guide by dividing that amount by the number of pay periods you incur annually. Only use this method if your income and deducitons are expected to be similarly the same or use a small amount to start off with as a precaution.

1 Replies
Level 5
Jul 27, 2022 3:17:31 PM

Hi,

 

To play it safe, file as Single or Married, but withhold at the higher Single Rate, to cover the risk of under-withholding and always feel free to include additional withholding tax on W-4 Line 4c, if your comfortable by additional withholding tax. You can use your prior year tax payment due as a possible guide by dividing that amount by the number of pay periods you incur annually. Only use this method if your income and deducitons are expected to be similarly the same or use a small amount to start off with as a precaution.