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nantalbus
New Member

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

 
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5 Replies
rjs
Level 15
Level 15

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

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.

 

nantalbus
New Member

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

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.

 

 

rjs
Level 15
Level 15

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

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.

 

nantalbus
New Member

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

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.

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

  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.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
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