Today, I'm going to talk about how to fill out the IRS Form W-4 to maximize your tax refund. We will be focusing on the online version of the form and I will point out some tips to potentially increase your refund. If you are new to our channel, please don't forget to subscribe by clicking the subscribe button at the bottom. My name is Travis Sickle, a certified financial planner with Sickle Hunter Financial Advisors. First, let's quickly go through the online version of the W-4 form to familiarize ourselves with its layout. Then, I will compare it to a tax return so you can see how a little information and a few adjustments can result in a bigger refund. By making some changes, we may be able to increase the money you receive in your paycheck or get a larger refund at the end of the year. Now, let's take a look at the online version of the form. I will navigate through it step by step. We start by selecting the filing status, which in this case is "married filing jointly" and indicate that no one can claim us as a dependent. After that, we move on to the section where we enter the number of jobs we have. For simplicity, let's assume we have only one job. If you and your spouse each have one job, put "2" as the total number of household jobs. If you have a 401(k), you can check it off, but for now, let's click "continue" and proceed to enter our income. For example, let's input $39,000, but make sure to adjust this figure based on your actual income. Next, if you have any bonuses, input them accordingly. Now, let's scroll down and choose how often we get paid. Select the appropriate option: weekly,...
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Irs.gov refund Form: What You Should Know
About Tax Relief for Children and Families — IRS | IRS IRS.gov Sep 29, 2023 — Tax relief available under the Child Tax Credit Act of 2023 that provides credits to low- and moderate-income families. About Form 888 and Form 889 — IRS Nov 19, 2023 — What you need to know about Form 888 and Form 889. About Social Security Numbers and Employment-Based Eligibility for SSN — IRS Sep 26, 2023 — Social Security Numbers and Employment-Based Eligibility for SSN (Form SS4, I-864). This is an IRS-certified form that shows that you are legally employed in the United States. This form is used to verify identity when you apply for, or receive SSNs online or by mail. If you're not authorized by your job to use this form, call your social security office or visit a local social security office to apply to have your SSN renewed. Visit the IRS website for more information. About Form W-4 — IRS Apr 7, 2023 — If you need to amend an IRS tax return for the amount of tax withheld from your paychecks, get a Form W-4 from the IRS. Get Form W-4 by calling or by writing to the IRS. Mar 26, 2023 — Use Forms W-2G and W-2GS by contacting your financial institution where you received a Form 1099-MISC. Mar 10, 2023 — Use Form 1099-K by contacting your tax advisor or the IRS. Mar 24, 2023 — Use Form W-2 by contacting your financial institution or the IRS. You must keep copies of all Form W-2 when filing an amended or revised income tax return. Mar 07, 2023 — If you have more than one account in a joint account such as a 401(k) or 457(b), you need another form of identification — Form W-2, W-1, or 1099-GIS. About Employee Identification Numbers (Wins) — IRS Jan 13, 2023 — Learn more about how to report employer contributions to a 403(b) plan or other retirement-eligible plan. You may report on this form information about an employer contribution or annuity if either of the following apply: You or one of your spouse's dependents meets the reporting threshold for the plan.
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