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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.

Federal W4 Form

UI Expand
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.

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sizelarge
tooltipFollow the instructions to submit a new W4.
titleFederal W4
urlhttps://signnow.com/s/xaa4ZNzK

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State Tax

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Form

If you live in a state with income taxes to withhold, Reliant will send you a state W4 to complete. Reliant will usually default to using the home address of the employee as the working address for state income tax subjectibility. However, in the case of those in a fixed term residency/internship it is assumed that the employee will spend most of their time at the church/ministry partner location (rather than working from home) so the city and state of that church/ministry partner will be used for tax purposes. 

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 like withheld 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 monthsa month, the employee must complete a State Withholding Allowance Certificate if the new state requires such a certificate. To notify Reliant of a move or change in tax working location, please complete the Contact Info Change Form - US. or Contact Info Change Form - International and the payroll team 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 email payroll@reliant.org with with your request and payroll will email you a link to a new state W4 form. 

State and Local Taxes One Time Change

Some states also have local taxes for municipalities and school districts as well as other types of state taxes such as transit taxes, paid leave or unemployment taxes. Reliant only withholds local taxes when the 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. or Contact Info Change Form - International and the payroll team will reach out with any required forms

One-Time Tax Adjustments

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 like withheld 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 and Local Taxes One-Time Change

Usually, these taxes are based on a percentage of the employee wages, and the amounts are typically not adjusted.  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.


End of Year W-2s and Tax Documents

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