Oakland, CA asked in Tax Law for California

Q: I have been at the same job in 2019, and my W-4 says married filing jointly claiming 0. Should my employer use that one!

The new withholding method has resulted in me owing $4300 this year. Only $83 out of $2110 is being withheld for federal taxes per paycheck. I never made changes to my old W-4 except for asking extra withholdings.

Related Topics:
1 Lawyer Answer
James L. Arrasmith
PREMIUM
James L. Arrasmith pro label Lawyers, want to be a Justia Connect Pro too? Learn more ›
Answered

A: Based on the information you provided, here are a few key points to consider:

1. California employers are required to use the federal Form W-4 for state income tax withholding purposes, unless the employee chooses to fill out a California state withholding form (DE 4).

2. If you have not submitted a new Form W-4 since 2019, your employer should continue using the information from your most recent W-4 on file, which in your case is from 2019 with "married filing jointly" and "0" allowances claimed.

3. The new Form W-4, introduced in 2020, no longer uses allowances. Instead, it focuses on claiming dependents and other income adjustments. If you haven't updated your W-4 since the new version was introduced, your employer will continue to use the old form.

4. If you owed $4,300 in taxes this year and your current withholding is insufficient ($83 out of $2,110 per paycheck), you should consider updating your Form W-4 to increase your withholding. You can do this by:

- Filling out the new Form W-4 and specifying additional withholding amounts in Step 4(c).

- Requesting your employer to withhold an additional amount from each paycheck to cover the shortfall.

5. It's advisable to review and update your Form W-4 annually or whenever you experience significant changes in your tax situation (e.g., marriage, divorce, new dependents, or changes in income) to ensure that your withholding aligns with your tax liability.

To resolve the issue of owing taxes and insufficient withholding, you should work with your employer's payroll or HR department to update your Form W-4 and adjust your withholding accordingly.

Justia Ask a Lawyer is a forum for consumers to get answers to basic legal questions. Any information sent through Justia Ask a Lawyer is not secure and is done so on a non-confidential basis only.

The use of this website to ask questions or receive answers does not create an attorney–client relationship between you and Justia, or between you and any attorney who receives your information or responds to your questions, nor is it intended to create such a relationship. Additionally, no responses on this forum constitute legal advice, which must be tailored to the specific circumstances of each case. You should not act upon information provided in Justia Ask a Lawyer without seeking professional counsel from an attorney admitted or authorized to practice in your jurisdiction. Justia assumes no responsibility to any person who relies on information contained on or received through this site and disclaims all liability in respect to such information.

Justia cannot guarantee that the information on this website (including any legal information provided by an attorney through this service) is accurate, complete, or up-to-date. While we intend to make every attempt to keep the information on this site current, the owners of and contributors to this site make no claims, promises or guarantees about the accuracy, completeness or adequacy of the information contained in or linked to from this site.