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.

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)

 Remaining Total

How much in total bonuses / one time payments have you been paid so far this year? (YTD)

 Remaining Total

How much in total bonuses / one time payments do you think you'll earn the rest of the year? (YTD)

 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

 Remaining Total

Health Insurance

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Vision

 Remaining Total

Health FSA (Flex Spending Account)

 Remaining Total

Dependent Care FSA (Flex Spending Account)

 Remaining Total

HSA

 Remaining Total

Other benefit deductions not listed

 Remaining Total

Retirement & Fringe Benefit Deductions not Exempt from FICA Tax

Paystub Entry Paid to date Remaining Total

Pre-tax 401k or 403b

 Remaining Total

Pre-tax 457b

 Remaining Total

401a (mandatory retirement account)

 Remaining Total

Pension contribution

 Remaining Total

Other pre-tax retirement or fringe benefit deductions not listed

 Remaining Total

Tax Withholding to Date

Withholding entry Withheld to date Withholding Percentage (%)

Federal

 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

Safe Harbor Calculation of the minimum federal tax you'll want to pay this year

NOTE: Safe harbor is based AGI and total tax liability, not just one W-2. If you have more than 1 source of income you'll need to adjust for those to calculate your safe harbor contribution



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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.