Our W-4 Withholding Calculator is designed to help you estimate your taxes for the year. This calculator estimates proper withholding amounts tailored to your unique situation by inputting your financial details. Check out Travis's video tutorial below on how to use this calculator.
Looking to optimize your taxes and take-home pay? Book a free intro call with the SLP Wealth team to learn more.
Pay Frequency
Pay Stub Date
Paystub Earnings Information
| Paid to date | Remaining | Total | |
How much in salary / regular earnings have you been paid so far this year? (YTD) |
Paid to date | Remaining | Total |
How much in total bonuses / one time payments have you been paid so far this year? (YTD) |
Paid to date | Remaining | Total |
How much in total bonuses / one time payments do you think you'll earn the rest of the year? (YTD) |
Paid to date | Remaining | Total |
Do you have a spouse / dependent on your insurance?
Benefit Deductions Exempt from FICA Tax
NOTE: for each of the Following Categories. If you don't see a category on your paystub, list 0.
| Paystub Entry | Paid to date | Remaining | Total |
Dental |
Paid to date | Remaining | Total |
Health Insurance |
Paid to date | Remaining | Total |
Vision |
Paid to date | Remaining | Total |
Health FSA (Flex Spending Account) |
Paid to date | Remaining | Total |
Dependent Care FSA (Flex Spending Account) |
Paid to date | Remaining | Total |
HSA |
Paid to date | Remaining | Total |
Other benefit deductions not listed |
Paid to date | Remaining | Total |
Retirement & Fringe Benefit Deductions not Exempt from FICA Tax
| Paystub Entry | Paid to date | Remaining | Total |
Pre-tax 401k or 403b |
Paid to date | Remaining | Total |
Pre-tax 457b |
Paid to date | Remaining | Total |
401a (mandatory retirement account) |
Paid to date | Remaining | Total |
Pension contribution |
Paid to date | Remaining | Total |
Other pre-tax retirement or fringe benefit deductions not listed |
Paid to date | Remaining | Total |
Tax Withholding to Date
| Withholding entry | Withheld to date | Withholding Percentage (%) |
Federal |
Withheld to date | Withholding Percentage (%)% |
Filing Status
Did you file taxes separately?
Tax Payment Estimate
Do you want to see our estimate of how much you need to pay in tax in to avoid a penalty?
What was your prior year AGI? (line 11 on 1040)
What was your prior year tax due? (line 24 on 1040)
What was your prior year state tax due?
| Pay periods so far in | |
| Pay periods remaining in |
| Your Income | Paid to Date | Remaining | Total |
| Taxable Income | |||
| Medicare Income | |||
| Social Security Income |
Are SLP Wealth financial planning and tax services right for you?
Looking for financial planning and tax services custom-tailored for professionals like you? Book a free, no-obligation 15-minute intro call to learn more about profession-specific financial planning from our SEC Registered Investment Advisory firm, SLP Wealth.
SLP Wealth, LLC (“SLP Wealth”) is a registered investment adviser registered with the United States Securities and Exchange Commission with headquarters in Durham, NC.
How a W-4 Calculator Is Helpful
This W-4 calculator can help estimate in certain situations, such as:
- Avoid large tax refunds or unexpected payments at tax time.
- Estimate if your current withholding prevents IRS penalties.
- Review how Year-to-Date withholding compares to your target.
- Adjust withholding to optimize contributions to retirement accounts.
- Compare this year’s income and withholding to last year’s.
Note that our W4 calculator provides estimates only, does not constitute advice, and should not be used for tax purposes. Consult a tax professional for any questions or advice you may have.