How to fill out the IRS Form W-4

Table of Contents

    We have a video on the IRS form W-4 newest version at the top of this page.  If you don't see the correct version for you or the IRS updated the calculator again,  please let us know by leaving a comment on the Youtube Channel.

    How to fill out the IRS Form W-4 Fast

    This is the IRS Form W4 2021 fast version for simplified situations.  Please watch the whole video to make sure that you don't miss an important section.

    IRS Form W-4 Married Filing Jointly for 2021

    The reason I created this video is to help those who file a MFJ (married filing jointly) is so you can see how to enter in both spouses incomes.  You will be able to do all of your IRS form updates using one online estimator.  It's very important that you fill this out with your spouse.

    IRS Form W-4 2021 for single with one job and no dependents

    This walk through is a simplified walk through for those with only one job and are single and have no dependents.  If you go through the online estimator and realize you have a more complicated financial life then you should check out our other videos as well.

    IRS Form W-4 vidoes for specific sections and situations


    Step 3: Child and Dependent Credit

    This video is for those who have dependents including children and adult dependents.  Section 3 is important in calculating the correct dependent and child tax credit.  It's also very important to use the online estimator to make sure it's as accurate as possible.

    Use the results in the online estimator and do not alter the numbers or else you may run the risk of withholding too much or not enough.

    IRS Form W-4 Exempt

    In this video I'm explaining the rules and how to file your IRS form W-4 as exempt.  Meaning you won't have to withhold any taxes but it's very important that you pay attention to the rules.  If you do not qualify to file as exempt you may be subject to taxes and penalties.

    Bigger Paychecks, Lower Taxes, More Retirement 2021

    In this video I'm talking about how to make sure you're withholding the correct amount on your IRS form W-4.  More importantly, the why behind paying the correct amount and not withholding too much or too little.


    How to fill out IRS Form W-4 with Unemployment Income

    In this video, I'm talking about how to enter your unemployment income along with filling out the IRS form w-4.  The reason you want to include it in the calculation is because all or a portion may be subject to federal income taxes.  You do not have to let your employer know about your unemployment but it is important to include it in the calculation.  The online estimator does not report any of your information and there is not indication on your IRS form W-4 that you have received unemployment.  I'm only pointing this out if it was a concern for you.

    Self-Employment taxes and IRS Form W-4 videos

    These videos are for those who have a regular job that issues a W-2 each year and for those who also have self-employment income.  The reason you may want to use this method is to withhold the self-employment taxes through your regular job's paycheck.

    How to pay side hustle taxes with your IRS form W-4

    This is the updated video for self-employment taxes with your regular w-2 job.  If you have both types of income this is a great way to withhold the correct amount.  The calculation will add up the federal and the self-employment taxes to be withheld on your regular job's w-2 income.

    Estimated Taxes 2020

    Use this IRS Form W-4 video if you have a W-2 job (regular employment) and also have self-employment income.  The taxes for federal and the self-employment taxes will be calculated to withhold the correct amount.  The reason you want to make sure you enter the self-employment income is so you can also account for the social security and medicare taxes which are also called the self-employment taxes.

    IRS Form 2020 Walk though videos

    How to fill out IRS Form W-4 2020

    In the video, I'm filling out the IRS form W-4 2020.  This is the most updated version which has been updated a few times already in 2020.

    Click on the times below to jump to that section of the IRS Form W-4 2020.

    1:17 Paper Version
    6:30 Step 2
    6:48 Multiple Jobs Worksheet
    10:10 Step 3, Claim Dependents
    11:30 Step 4 Other Adjustments
    11:50 Deductions Worksheet
    15:03 W4 2020 Online Estimator
    20:58 MOST ACCURATE RESULTS IRS FORM W-4 2020

    How to IRS Form W-4 Married Filing Jointly with kids 2020

    In the video, I'm filling out the IRS form W-4 2020 for Married Filing Jointly with kids.  If you open the video directly on youtube you can click the time codes in the description to just to that section of the video.

    2:06 W 4 Paper Version
    10:20 W 4 Online Estimator
    17:12 W 4 Split Withholding's
    21:14 W 4 Split Withholding's Different Incomes
    25:10 W 4 How You Are Taxed

    IRS Form W-4 Single 2020

    In this video, I'm walking through how to fill out the W4 2020 single no dependents. It's a faster walk through so if you have are single, have no dependents and are not a dependent yourself, this video is for you.

    1:07 IRS form W-4 Paper Version
    2:14 Step 4 Adjustments
    2:51 Step 4(b) Deductions Worksheet
    5:41 IRS Form W-4 Online Estimator (MOST ACCURATE WAY)
    13:47 How taxes are calculated (Simplified)




    How to fill out IRS Form W-4 paper version 2019

    In this video, I'm talking about the IRS form W-4 for 2019.  The concepts are the same but the IRS updated the calculator and is now calling it an estimator.

    How to fill out IRS Form W-4 2019 Single Updated

    This is the IRS form W-4 2019 for singles.  It's a version of the IRS form W-4 specifically for singles but you can easily adjust it for your situation.

    How to fill out the IRS Form W-4 Single First Job 2019 Updated

    This is the IRS form W-4 2019 for single first job.  It's a version of the IRS form W-4 specifically for single with your first job but you can easily adjust it for your situation.




    How to fill out the W-4 2019 Online to Paper Version

    This is the IRS form W-4 2019 from calculator to the paper version.

    IRS form W-4 Married Filing Jointly updated 2019

    This is the IRS form W-4 2019 Married Filing Jointly using the updated IRS tax estimator.