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Change Withholding Amount Using Form W-4

In the TurboTax desktop software, you can create a Form W-4 to change your withholding amounts using the forms method.

Follow these steps:

  1. If you are in the Step-by-Step mode, select the Forms icon in the upper right corner.
  2. Select the Open Form icon.
  3. Where it says "Type a form name..." enter "w-4", select the appropriate W-4 form to edit, then select Open Form.
  4. Complete all the necessary lines on Form W-4.
  5. Print and sign the form and give it to the payroll person at your work.

The steps to complete a new W-4 are also available in the Step-by-Step mode by:

  1. Select the Tools button in the upper right-hand portion of the screen. 
  2. Select Topics & Forms. 
  3. When the window opens, type "w-4" into the box, select the item, and then select Go
  4. Follow the on-screen instructions to enter the information from your W-4.
  5. Print and sign the form and give it to the payroll person at your work.

For TurboTax Online:

  1. Enter your cursor into the search box in the upper right-hand portion of the screen. 
  2. Type "w-4" into the box, select the item, and then select Go.
  3. Follow the on-screen instructions to enter the information from your W-4.
  4. Complete all the necessary lines on Form W-4.
  5. Print and sign the form and give it to the payroll person at your work.

 

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