When to update
Marriage, divorce, new baby, new job, spouse starts or stops working, large side income, or any year where your refund or balance-due exceeded $1,000 in either direction.
The IRS withholding estimator
The IRS's tax withholding estimator is genuinely useful. It asks about income, withholding year-to-date, and other tax situations, then recommends a new W-4 setting.
Have a specific situation?
Call the office and a human answers.
Common questions
- What about my state W-4?
- Most states have their own state equivalent (Florida has no state income tax, so nothing). Update both if applicable.
