W4 Tax Withholding Steps 2 to 4 Explained | 2024 | Money Instructor

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  • Опубликовано: 17 янв 2025

Комментарии • 41

  • @mexicanjesus8672
    @mexicanjesus8672 11 месяцев назад +84

    How does a piece of paper make you feel stupid

    • @moneyinstructor
      @moneyinstructor  11 месяцев назад +2

      Yes it can be frustrating when something that seems like it should be straightforward ends up being confusing.

    • @rae08
      @rae08 10 месяцев назад +16

      They make things confusing so u can make an honest mistake and get penalties or hire an attorney and they take your money also. This is America

    • @TheeLadyDragon
      @TheeLadyDragon 10 месяцев назад +13

      Because they want you to mess up so they can take more of your money

    • @mikejohn0088
      @mikejohn0088 9 месяцев назад +4

      It's intentional.

    • @shaunasmall8817
      @shaunasmall8817 8 месяцев назад +2

      It was designed that way, lawyers like to feel superior so they created a system that does just that

  • @boymomma36
    @boymomma36 Год назад +10

    How to break even as head of house hold and 1 dependent? Still take home a nice paycheck and not owe during tax season ?

    • @moneyinstructor
      @moneyinstructor  Год назад +4

      Try to use the IRS Tax Withholding Estimator to determine the correct amount of tax to withhold, and adjust your withholdings accordingly. Also consider consulting a tax professional for personalized advice.

  • @pameladireso1947
    @pameladireso1947 11 месяцев назад +16

    I want to claim 2, myself and 1 dependent child, how do I do that on this? I’ve watched all of the videos and it’s not explaining it

    • @dmac562
      @dmac562 7 месяцев назад +1

      He just explained it. For your child (Step 3, Line 1) you write $2,000. For yourself (Step 3 Line 2) you write $500. For the third line (Add the amounts above) you will write $2,500.

    • @tatianagarcia7644
      @tatianagarcia7644 6 месяцев назад +1

      Once you claim your marital status as head of household you are already counting yourself. Step 3 IF your child is below age 17 then that would count as $2000. In total it would be you as head of household and $2000 for your child.

  • @jessieromero6304
    @jessieromero6304 11 месяцев назад +5

    How do I add 2 dependents I’m lost

  • @Karina-jm2oe
    @Karina-jm2oe 7 месяцев назад +1

    Nice! Thanks for the video

  • @Jazzmin554
    @Jazzmin554 5 месяцев назад +2

    Nice video ❤ I needed to find an apartment for me and my child so I was struggling with getting w2 and bank statements had to purchase them online

  • @drew3319
    @drew3319 10 месяцев назад +4

    How can I claim my self? Do I put $500?

  • @BeccaSupreme9197
    @BeccaSupreme9197 8 месяцев назад +1

    If I claim zero allowances on my NY Withholding IT-2104 form that I have to fill out for this internship that starts in June 2024 and ends in August 2024 where I would only end up making 2.7K for the year at the end of August 2024, and my parents still claim me as a “credit for other dependent” on their 2024 joint tax return next year, could I still file my own 2024 tax return next year too or no despite the fact that I will most likely be claimed?

  • @GoosbyGoosby
    @GoosbyGoosby 11 месяцев назад +1

    If I work two jobs do I need W4 for both jobs?

    • @moneyinstructor
      @moneyinstructor  11 месяцев назад +1

      Yes, you should fill out a Form W-4 for every new job you start. This form tells your employer how much federal income tax to withhold from your paycheck. If you have multiple jobs or your financial situation changes, you may need to adjust the information on your W-4 to ensure the right amount of tax is withheld, avoiding owing tax or receiving a large refund at year-end.

    • @GoosbyGoosby
      @GoosbyGoosby 11 месяцев назад +1

      @@moneyinstructor yea because I filed this year n got peanuts back and that’s with two dependents smh

  • @chineduchukwu4267
    @chineduchukwu4267 Год назад +1

    Do i have to fill this out even though I have two jobs or will have two jobs?

  • @101tubeyou
    @101tubeyou 9 месяцев назад

    My 18 year old is a highschool student and dependent on us and my 20 year old daughter is dependent on us too.

  • @liveonlock2867
    @liveonlock2867 6 месяцев назад

    This only applies if you have children?

  • @aselamabrown6579
    @aselamabrown6579 10 месяцев назад

    My son want to claim 1 for his exemption this year

  • @tacojoey
    @tacojoey 4 месяца назад

    If im not married can i skip

    • @moneyinstructor
      @moneyinstructor  4 месяца назад +1

      If you're not married, you can't skip the W-4 form entirely, but you can skip certain steps that don't apply to you.

    • @JustPassingBy_Yolo
      @JustPassingBy_Yolo 2 месяца назад

      If you are not married or have more than 1 job, skip and sign/date. If you have more than 1 job, don't skip. Easy.

  • @WaleisahWilson-p5c
    @WaleisahWilson-p5c 11 месяцев назад

    I did the tax estimator and it told me to put $6,500 in step 3. Why? I don't have kids or dependants. Is it the "other credits" part? If so, why didn't it tell me what these supposed "other credits" are? I don't want it to look like I'm claiming dependants when I'm not.

    • @moneyinstructor
      @moneyinstructor  11 месяцев назад

      If it recommended you enter $6,500 in Step 3 of the W-4 form, this likely relates to deductions or credits beyond the standard deduction or dependent-related credits. Step 3 is for claiming tax credits for dependents, but it can also be used to adjust withholding for other tax credits or deductions you're eligible for, not just for dependents. The estimator doesn't always specify which credits it's considering in its calculation, as it's designed to provide a quick estimate rather than a detailed tax planning session. So if you're concerned about appearing to claim dependents when you don't have any, it would be wise to consult directly with a tax professional.

    • @omarc2686
      @omarc2686 2 месяца назад

      Same thing to me. It told me to add 10,650. But I can't add that in step 3 dependants I don't have 5 kids, 😅

  • @kathlamarshall5859
    @kathlamarshall5859 11 месяцев назад

    the online is broken

  • @dianegarcia7108
    @dianegarcia7108 Год назад

    I have 3 children what do I put in section 3?

    • @moneyinstructor
      @moneyinstructor  Год назад +7

      W-4 Step 3 states "If your total income will be $200,000 or less ($400,000 or less if married filing jointly): " Then, generally, if you have three children under the age of 17 who qualify for the Child Tax Credit, you would typically multiply the number of qualifying children (3) by $2,000. This gives you $6,000. You'd then enter this amount in the space provided for "Multiply the number of qualifying children under age 17 by $2,000." If you don't have any other dependents, you would enter $0 for "Multiply the number of other dependents by $500." Then, you would add these amounts together. So, your total for Step 3 would be $6,000, unless you have other credits to add. It's essential to ensure that your children meet the qualifications for the Child Tax Credit when filling this out. If they do, this step will help adjust your withholding to take this credit into account. However, ensure to consult with a tax professional or use the IRS Tax Withholding Estimator to better understand your individual circumstances and how to optimally fill out this section of the form to reflect your financial situation accurately.

    • @maxineprince7391
      @maxineprince7391 10 месяцев назад

      I have a 24 n 23 year old child. What must I put as dependent n filing status ?

  • @moneyinstructor
    @moneyinstructor  Год назад +2

    👉Watch this First! Overview of How to Fill Out an IRS W-4 Form ruclips.net/video/CyxgZuF4SRk/видео.html
    SUBSCRIBE: ruclips.net/user/moneyinstructor

  • @Paws46
    @Paws46 Год назад

    There is no withholding please go away stop bothering recipients. It is all fake there is no tax withholding or deductions go away. There is no deduction go away.