W-4 Form

www.annaisd.org • 501 S. Sherley Ave. • Anna,TX 75409 • 972.924.1000 • FAX 972.924.1001

Employee ID*field type single line
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First Name*field type drop-down
Last Name*field type drop-down
Department/Campusfield type drop-down
Employee DOBfield type date
Employees Emailfield type email

Applicant ID*field type single line
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First Name*field type drop-down
Last Name*field type drop-down
Jobfield type drop-down
Applicant DOBfield type date
Applicants Emailfield type email

Form W-4 (2023)

Future Developments For the latest information about developments related to Form W-4, such as legislation enacted after it was published, go to www.irs.gov/formW4.
Purpose of Form Complete Form W-4 so that your employer can withhold the correct federal income tax from your pay. If too little is withheld, you will generally owe tax when you file your tax return and may owe a penalty. If too much is withheld, you will generally be due a refund. Complete a new Form W-4 when changes to your personal or financial situation would change the entries on the form. For more information on withholding and when you must furnish a new Form W-4, see Pub. 505, Tax Withholding and Estimated Tax.

Exemption from withholding. You may claim exemption from withholding for 2023 if you meet both of the following conditions: you had no federal income tax liability in 2022 and you expect to have no federal income tax liability in 2023. You had no federal income tax liability in 2022 if (1) your total tax on line 24 on your 2022 Form 1040 or 1040-SR is zero (or less than the sum of lines 27, 28, and 29), or (2) you were not required to file a return because your income was below the filing threshold for your correct filing status. If you claim exemption, you will have no income tax withheld from your paycheck and may owe taxes and penalties when you file your 2023 tax return. To claim exemption from withholding, certify that you meet both of the conditions above by writing “Exempt” on Form W-4 in the space below Step 4(c). Then, complete Steps 1a, 1b, and 5. Do not complete any other steps. You will need to submit a new Form W-4 by February 15, 2024.

Your privacy. If you have concerns with Step 2(c), you may choose Step 2(b); if you have concerns with Step 4(a), you may enter an additional amount you want withheld per pay period in Step 4(c).

Self-employment. Generally, you will owe both income and self-employment taxes on any self-employment income you receive separate from the wages you receive as an employee. If you want to pay income and self-employment taxes through withholding from your wages, you should enter the self-employment income on Step 4(a). Then compute your self-employment tax, divide that tax by the number of pay periods remaining in the year, and include that resulting amount per pay period on Step 4(c). You can also add half of the annual amount of self-employment tax to Step 4 (b) as a deduction. To calculate self-employment tax, you generally multiply the self-employment income by 14.13% (this rate is a quick way to figure your self-employment tax and equals the sum of the 12.4% social security tax and the 2.9% Medicare tax multiplied by 0.9235). See Pub. 505 for more information, especially if the sum of self-employment income multiplied by 0.9235 and wages exceeds $160,200 for a given individual.

Nonresident alien. If you’re a nonresident alien, see Notice 1392, Supplemental Form W-4 Instructions for Nonresident Aliens, before completing this form.

Specific Instructions

Step 1(c). Check your anticipated filing status. This will determine the standard deduction and tax rates used to compute your withholding.

Step 2. Use this step if you (1) have more than one job at the same time, or (2) are married filing jointly and you and your spouse both work.

If you (and your spouse) have a total of only two jobs, you may instead check the box in option (c). The box must also be checked on the Form W-4 for the other job. If the box is checked, the standard deduction and tax brackets will be cut in half for each job to calculate withholding. This option is roughly accurate for jobs with similar pay; otherwise, more tax than necessary may be withheld, and this extra amount will be larger the greater the difference in pay is between the two jobs.

CAUTION!

Multiple jobs. Complete Steps 3 through 4(b) on only one Form W-4. Withholding will be most accurate if you do this on the Form W-4 for the highest paying job.

Step 3. Step 3 of Form W-4 provides instructions for determining the amount of the child tax credit and the credit for other dependents that you may be able to claim when you file your tax return. To qualify for the child tax credit, the child must be under age 17 as of December 31, must be your dependent who generally lives with you for more than half the year, and must have the required social security number. You may be able to claim a credit for other dependents for whom a child tax credit can’t be claimed, such as an older child or a qualifying relative. For additional eligibility requirements for these credits, see Pub. 501, Dependents, Standard Deductions, and Filing Information. You can also include other tax credits for which you are eligible in this step, such as education tax credits and the foreign tax credit. To do so, add an estimate of the amount for the year to your credits for dependents and enter the total amount in Step 3. Including these credits will increase your paycheck and reduce the amount of any refund you may receive when you file your tax return.

Step 4 (optional).

Step 4(a). Enter in this step the total of your other estimated income for the year, if any. You shouldn’t include income from any jobs or self-employment. If you complete Step 4(a), you likely won’t have to make estimated tax payments for that income. If you prefer to pay estimated tax rather than having tax on other income withheld from your paycheck, see Form 1040-ES, Estimated Tax for Individuals.

Step 4(b). Enter in this step the amount from the Deductions Worksheet, line 5, if you expect to claim deductions other than the basic standard deduction on your 2023 tax return and want to reduce your withholding to account for these deductions. This includes both itemized deductions and other deductions such as for student loan interest and IRAs.

Step 4(c). Enter in this step any additional tax you want withheld from your pay each pay period, including any amounts from the Multiple Jobs Worksheet, line 4. Entering an amount here will reduce your paycheck and will either increase your refund or reduce any amount of tax that you owe.
Click this link below for the instructions to complete the Multiple Jobs Worksheet and Deductions Worksheet.

W-4

Step 1: Enter Personal Information

Employee's Withholding Certificate

	(a) Your first name and middle initial*field type single line	Last name*field type single line	(b) Your social security number*field type single line
row 1	(a) Your first name and middle initial*field type single line Input blocked. Maximum character limit of 4000 characters reached.	Last name*field type single line Input blocked. Maximum character limit of 4000 characters reached.	(b) Your social security number*field type single line (ex:999-99-9999) Input blocked. Maximum character limit of 4000 characters reached.

Home Address (number and street or rural route)

	Street Address*field type single line	City*field type single line	State*field type drop-down	Zip*field type single line
row 1	Street Address*field type single line Input blocked. Maximum character limit of 4000 characters reached.	City*field type single line Input blocked. Maximum character limit of 4000 characters reached.	State*field type drop-down	Zip*field type single line Input blocked. Maximum character limit of 4000 characters reached.

(c)*field type radio button
(c)Single or Married filing separatelyMarried filing jointly (or Qualifying surviving spouse)Head of household (Check only if you're unmarried and pay more than half the costs of keeping up a home for yourself and a qualifying individual.)
▶ Does your name match the name on your social security card? If not, to ensure you get credit for your earnings, contact SSA at 800-772-1213 or go to www.ssa.gov
Complete Steps 2–4 ONLY if they apply to you; otherwise, skip to Step 5. See page 2 for more information on each step, who can claim exemption from withholding, other details, and privacy.

Step 2: Multiple Jobs or Spouse Works

Complete this step if you (1) hold more than one job at a time, or (2) are married filing jointly and your spouse also works. The correct amount of withholding depends on income earned from all of these jobs.
Do only one of the following.
(a) Reserved for future use.
(b) Use the Multiple Jobs Worksheet on page 3 and enter the result in Step 4(c) below for roughly accurate withholding; or
(c)field type checkbox
(c)If there are only two jobs total, you may check this box. Do the same on Form W-4 for the other job. This option is generally more accurate than (b) if pay at the lower paying job is more than half of the pay at the higher paying job. Otherwise, (b) is more accurate
TIP: If you have self-employment income, see page 2.
Complete Steps 3-4(b) on the Form W-4 for only ONE of these jobs. Leave those steps blank for the other jobs. (Your withholding will be most accurate if you complete Steps 3-4(b) on the Form W-4 for the highest paying job.)

Step 3: Claim Dependents

If your total income will be $200,000 or less ($400,000 or less if married filing jointly):
Multiply the number of qualifying children under age 17 by $2,000 and enter the value below*field type currency
Multiply the number of other dependents by $500 and enter the value below*field type currency
(3) Add the amounts above for qualifying children and other dependents. You may add to this the amount of any other credits. Enter the total herefield type currency

Step 4: (optional): Other Adjustments

(a) Other income (not from jobs). If you want tax withheld for other income you expect this year that won't have withholding, enter the amount of other income here. This may include interest, dividends, and retirement income.
4(a)field type currency
(b) Deductions. If you expect to claim deductions other than the standard deduction and want to reduce your withholding, use the Deductions Worksheet on page 3 and enter the result here.
4(b)field type currency
(c) Extra withholding. Enter any additional tax you want withheld each pay period.
4(c)field type currency
I claim exemption from withholding for 2023, and I certify that I meet both of the following conditions for exemption. Last year I had no federal income tax liability in 2022 and I expect to have no federal income tax liability in 2023. If you meet both conditions, write EXEMPT here.field type single line
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Step 5: Sign Here

Under penalties of perjury, I declare that this certificate, to the best of my knowledge and belief, is true, correct, and complete.

Acceptance & Digital Signature

BY CLICKING THE SUBMIT BUTTON BELOW, I ACKNOWLEDGE THAT I HAVE RECEIVED AND UNDERSTAND THE TERMS REGARDING MY RECEIPT AND SUBMISSION OF AISD EMPLOYMENT DOCUMENTS AND FURTHER CONSENT TO USING MY ELECTRONIC SIGNATURE IN LIEU OF MY HANDWRITTEN SIGNATURE.

	Datefield type date	First & Last Name*field type single line	Date of Birthfield type date	Accept*field type checkbox
row 1	Datefield type date Date captured on form submission	First & Last Name*field type single line Input blocked. Maximum character limit of 4000 characters reached.	Date of Birthfield type date	Accept*field type checkbox AcceptAccept

*Invalid Date of Birth*

Employers Only

Employer's Name and Address

	Namefield type single line	Street Addressfield type single line	Cityfield type single line	Statefield type drop-down	Zipfield type single line
row 1	Namefield type single line Input blocked. Maximum character limit of 4000 characters reached.	Street Addressfield type single line Input blocked. Maximum character limit of 4000 characters reached.	Cityfield type single line Input blocked. Maximum character limit of 4000 characters reached.	Statefield type drop-down	Zipfield type single line Input blocked. Maximum character limit of 4000 characters reached.

Hidden Fields

First Namefield type single line
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Last Namefield type single line
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IDfield type single line
Javascript fills from either emp or app id
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Emailfield type email
Javascript fills from either emp or app email
DOBfield type date
Javascript fills from either emp or app dob
Process Typefield type drop-down
File Uploadfield type file upload
Emailfield type email
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