How to Fill Out the W4 Form if Married and Both Work?

Do you wonder how to fill out the W-4 form if you’re married and both of you have jobs? Does it feel confusing or hard to figure out?

Don’t worry, you are not alone! Many couples find it tricky to manage their tax withholding.

It is important to fill out the W-4 form correctly. This helps you avoid paying too much or too little taxes during the year.

In this article, we will explain everything step-by-step. You will learn how to fill out the form, include both incomes, and set up your taxes correctly.

Let’s dive in!

Step 1. Download W4 Form

Before we enter the filling process, you must have one thing in mind right now: "Where can I get a W-4 form?" Well, you are supposed to download it. You can get it directly from the official IRS website based on your location and law compliance.

All you have to do is just visit the website and find the W-4 form. It should be available in the forms section. If not, you can search for it. This form is also labeled as "Employee's Withholding Certificate."

On the contrary, you can also ask your employer for this form. Most companies provide this form to their employees. Once you have this form, you will be all set to fill it.

Also Read: What are the Differences Between W-2 vs. W-4 & How to Fill Them

Step 2. Choose One Tool to Fill Out the W4 Form

Next, to make filling out the W-4 form easy and hassle-free, you need a reliable tool. Since most forms are in PDF format, you need a tool that supports PDF editing. One great option is UPDF, which allows you to open the W-4 PDF form and fill it out quickly. UPDF is user-friendly and includes an AI assistant that makes the process even smoother.

Moreover, If you don't know what to write in a particular section, you can ask UPDF AI. It will provide you with the clear answers. The AI can also review your information to check and make sure there are no mistakes or typos. You can easily fill out the form digitally without needing to print or scan it first.

Beyond helping with the W-4, UPDF has other great features like editing PDFs, converting files, organizing pages, and adding annotations. So, download UPDF now to get started.

If you’d like to know more, watch this video or read this review article to learn about all its features.

Step 3. Enter Personal Information for Married and Both Work

Now, you are supposed to enter your personal information on the W-4 form. The good is, with UPDF, you can do it quickly and easily. Just click on the fillable text field and enter your required details, like your name, address, and Social Security Number. You can also use the drop-down menus and checkboxes to fill out the relevant options. As you are married and both work, you can select the correct options in (C) part.

Step 4. Complete Step 2 to Step 4 If it Applicable

For married couples where both work, Steps 2 to 4 of the W-4 form help adjust tax withholding based on combined income.

Let’s go over what needs to be filled in these sections:

Step 2: Account for Multiple Jobs

If you and your spouse work or have multiple jobs, it makes a difference.

●  Check the box if you and your spouse each have one job with comparable wages.

●  If your jobs vary in pay, use the IRS’s Multiple Jobs Worksheet or the IRS Tax Withholding Estimator to calculate adjustments.

Step 3: Claim Dependents

If you have dependents (for example, children under 17), enter the number and multiply it by the allowed credit currently: $2,000 per child. For other dependents, use a credit amount of $500 per person.

Step 4: Other Adjustments (Optional)

This section is optional but can help customize your withholding:

●  Extra Withholding: Write an extra amount to be deducted from each paycheck (If needed).

●  Other Income: Mention income that is not subject to withholding. They include interest or dividends. It will help you avoid owing taxes at the end of the year.

●  Deductions: If you expect to claim item-based deductions, which are higher than the standard ones, don't forget to note the difference.

Step 5. Sign

Adding your signature to the W-4 form is the final and most important step. UPDF makes signing the form simple and professional. Here’s how to do it:

1. Click "Comment" on the UPDF left-side menu, and select the "Signature" option from the top menu. Then, click "Create" to create the signature.

2. You can create your signature in of three ways:

○  Draw: Use your mouse, stylus, or finger to draw your signature.

○  Type: Type your name, and UPDF will convert it into a signature style.

○  Upload: Upload an image of your handwritten signature if you have one saved.

Alt text: create your signature in w4-form updf

3. Place the signature in the designated field on the form. You can also adjust the size and position of the signature to fit perfectly.
4. Save the form to ensure your signature is applied securely.

Step 6. Send

Once done and signed, the last step is sending your W-4 form to your employer. UPDF makes this easy by allowing you to send the document directly via email without switching applications. Here is what needs to be done:

1. Click on the "Send File by Email" button from the right menu to send the file directly by email.

2. You can also click the "Share this File With Others." Then choose "Share with Others," enter the e-mail to which you want to which you want to send the file, and click "Send."

That's all! These are the steps for how to fill out the W-4 form. UPDF has made the process smooth and hassle-free. You can use this tool to edit your PDF files and forms.

Also Read: How to Fill Out W-2 Form for an Employee

Final Words

Wrapping it up! In this article, we have explored how to fill out the W-4 form the right way. If you are married and working, keep following the steps with extra care. Using UPDF makes filling out the W-4 form quick and easy. Its simple tools let you complete, sign, and send the form digitally. You don’t need to worry about printing or scanning. Plus, the AI assistant ensures everything is filled correctly without mistakes. Why wait? Download UPDF now and make filling out your W-4 form stress-free!