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  1. Filing status (Married, Single, Head of Household, filing single vs. jointly etc.)
  2. Multiple jobs or spouse works
  3. Dependents - the new W4 form deducts a credit from your total tax witholding per child/dependant (if you want more taxes deducted now, you may want to NOT take this credit on your form)
  4. Other adjustments (Additional sources of income, itemized vs. standard deduction, tax credits)

PLEASE OPEN YOUR PAYSTUB emailed to you each month, and review the amount being withheld for your taxes so that you can make adjustments to your chosen W4 options as needed. If an employee wants to change has a change in marital status or wants to change the options chosen to adjust the amount of monthly Federal Tax withheld, the employee must needs to complete a new Form W4. These requests must A new W4 can be submitted at any time (the link to the W4 form is attached below); however, the W4 needs to be received by the last day of any given month in order to affect the following month's paycheck. There is an option to request a one-time tax adjustment in the case where an adjustment is just needed for one month (which may be the case when receiving a bonus where the additional income could send you into a higher tax threshold). See more details below. 

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In general, the new government withholdings based on your W4 form are designed to withhold less taxes than in previous years. The amount withheld for federal taxes also depends on which option you choose on the W4 form, which we have outlined below. Reliant is not allowed to tell employees how to fill out their W4 form, but we can educate them on what happens with the options that they can choose. If you have questions, please seek the advice of a tax consultant.

Below is a list of possible options to choose when submitting a W4: 

REMINDER: Married couples where both spouses are employed are treated as two separate employees. Even though spouses share a fund number, they are paid on separate checks and have taxes withheld on their individual paychecks unrelated to what their spouse chooses for tax settings. (For example, if both spouses were to choose option 1 below (married filling jointly) the system will calculate taxes for each individual spouse using the standard deduction for a married couple (essentially quadrupling the standard deduction amount), which will result in very little taxes (if any) being withheld, potentially leaving a married couple with taxes due at the end of the year.)

  • Option 1) - select married filing jointly. This option assumes that the other spouse is not working and gives the full amount of the standard deduction for 2 people and typically withholds a lower amount of taxes because there is a higher threshold before taxes will begin to be deducted.

For married couples, these options below will, in most cases, ensure a higher amount is withheld: 

  • Option 2) -select married filing jointly and also check the box “multiple jobs/spouse works”. This has the same effect as option 3, in that it gives you the standard deduction for 1 person. It assumes two working people filing taxes with 2 incomes. 
  • Option 3) -select the first box single/married filing separately. This does not affect how you will file your taxes at the end of the year, it is merely for the software to know how much taxes to withhold, which in this case would be based on the standard deduction for 1 person.
  • Option 4) - select an option above (single/married filing jointly/multiple jobs) and then under section 4C add a specific monthly amount of extra withholding for federal taxes that you want to be deducted from each paycheck. The amount added here will be an additional amount withheld on top of whatever amount is taken out by the system each month based on the standard deduction you chose, which helps ensure a specific amount is withheld monthly. However, please note that with this option, this tax amount will be deducted from every payment that is sent from Reliant, including separate backpay checks. Commissioned/Ordained Ministers may choose to utilize this box to indicate an amount they want withheld as extra Federal taxes that they will use to cover their 15.3% SECA (Social Security/Medicare) obligation, since Reliant does not withhold FICA taxes for these employees.  See Paying SECA Taxes. 
Note

If claiming dependents (on STEP 3 of the form), the new W4 deducts a credit from your total tax withholding per child. Therefore, if the desired outcome is to allow for more taxes to be deducted per paycheck you may NOT want to take this dependent credit on your form. 

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titleForeign Earned Income

To claim exemption from federal tax withholding due to Foreign Earned Income Exclusion or other qualified reasons, the W-4 instructions say write “Exempt” in the space below Step 4(c). Then, complete Steps 1a, 1b, 1c, and 5. Do not complete any other steps.

Use the button below to submit a new form.

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W4

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Form

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titleExample of a filled-out form with helpful tips

Step 1: Enter Personal Information

Section (a) - please fill in the appropriate information requested for each box.  Be sure to double check your data entry for accuracy.

  • First name and Middle Initial
  • Last Name
  • Address
  • City
  • State
  • Zip Code

Section (b) 

  • Social Security Number 

Section (c) 

  • Select ONE box that best describes your Federal tax filing status
    • Single or Married filing jointly
    • Married filing jointly
    • Head of Household (see instructions before selecting this box)

Steps 2, 3, and 4 below are optional but may be helpful depending on your tax situation. Select only items that apply to you to help our system better estimate your federal tax withholding amount. SEE THE GREEN TIP BOX ABOVE FOR MORE HELPFUL TIPS! If the below additional options do not apply, proceed to Step 5: Signature

Step 2: Multiple Jobs or Spouse Works

  • If you (1) hold more than one job at a time, or (2) are married filing jointly and your spouse also works, you may choose to check box (c) if there are two jobs total for your household and if those jobs are similar in pay.  Otherwise, you may elect to leave this box unchecked.  
  • Note: Reliant cannot advise you on this selection so please make sure you read the instructions carefully and seek outside professional tax assistance if needed. 

Step 3: Claim Dependents:

  • Multiply the Number of qualifying children under age 17 by $2,000 
    • See example above, 1 child = $2,000
  • Multiply the number of other dependents by $500
    • See example, enter $500 for a spouse that you claim (spouse doesn't work outside of the home) or for an older dependent like a special needs adult living in your household
  • Add the amounts from both boxes above and enter the total on line 3

Step 4: Other Adjustments

  • 4(a) Other Income (not from jobs)

    • This box may be used to indicate additional withholding you want withheld annually to cover other sources of income on which you will pay taxes, such as retirement income or investment income.

    • See example above, if I expect to have $1200 in Capital Gains on which I'll owe taxes for the year, you may want to enter that amount in this 4(a) box.

  • 4(b) Deductions

    •  This box may be used to indicate deductions that you anticipate in excess of the standard deduction amount.

    • See example above, if I expect to have itemized deductions that exceed the standard deduction amount by $5,000, I would enter $5,000 in this 4(b) box.

    • Note: If you anticipate taking the standard deduction when filing your taxes, leave this box blank.

  •  4(c)Extra Withholding  

    • This box may be used to enter additional tax you want withheld each pay period 
    • Note: Reliant pays monthly so these extra withholding taxes would be withheld every month, in addition to your normal taxes for that paycheck.
    • Commissioned/Ordained Ministers may choose to utilize this box to indicate an amount they want withheld as extra Federal taxes that they will use to cover their 15.3% SECA (Social Security/Medicare) obligation, since Reliant does not withhold FICA taxes for these employees.  See Paying SECA Taxes. 

Requesting EXEMPTION from Federal Tax Withholding

  • To claim exemption from federal tax withholding due to Foreign Earned Income Exclusion or other qualified reasons, the W-4 instructions say write “Exempt” in the space below Step 4(c). Then, ensure you have completed Steps 1a, 1b, and 5. There is an "Optional" Box on the form for you to indicate this EXEMPT selection.
  • See example above, please Type in "EXEMPT" to elect this tax setting.
  • Do not complete Steps 2-4 on the form if claiming exemption.

Step 5: Sign Here

  • See example above, by selecting "sign" and entering a digital signature this will complete your acknowledgement/submission of this form.


Use the button below to submit a new W4 form.

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titleFederal W4
urlhttps://signnow.com/s/xaa4ZNzK


One-Time Tax Adjustments

Federal Tax Changes

In the case that an employee wants to make a one-time Federal tax change to a certain paycheck (without making a permanent change to their federal withholdings), the employee may send an email to payroll@reliant.org by the last day of any given month in order to affect the following month's paycheck. The email should be from the employee's @reliant.org email account and must clearly state how much money the employee would employee would like withheld for the for the specific pay date. This one-time time adjustment option can be helpful to use when an employee is receiving a bonus that will increase their tax threshold for the month. 

For example, an employee could send an email stating "From my XX/XX/XXXX (Month/Day/Year) paycheck, please withhold $X (specify the dollar amount) in Federal taxes". 

State Taxes One Time Change

If an employee moves to a new state or plans to work in another state for more than three consecutive months, the employee must complete a State Withholding Allowance Certificate if the new state requires such a certificate. To notify Reliant of a move, please complete the Contact Info Change Form - US. Employment Services will reach out with any required forms based on your new address. Employees bear full responsibility to submit the certificate by the 16th day of the first month in which the employee is working in the new state.

To submit an updated state tax form if you have not moved, please email payroll@reliant.org with your request. 

Local Taxes One Time Change

Reliant only withholds local taxes when the Local Jurisdiction or State requires employers to withhold. Local taxes that are optional for the employer to withhold will not be withheld by Reliant and are the responsibility of the employee to report and file on their own behalf.  If an employee lives in a locality with a required tax, the employee must notify Reliant of the local tax and submit the appropriate withholding form (if applicable) for Reliant to withhold taxes.  Please do so by submitting the Contact Info Change Form - US. Employment Services will reach out with any required forms based on your new address. Employees bear full responsibility to submit the certificate by the 16th day of the first month in which the employee is working in the new locality.

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