Figure 1-A, Form W-4—Illustrated (John and Joyce Green)
(Continued)
Summary: This is an example of Form W-4 (2011), page 2 with items
included as described in the text.
- These items are completed in the Deductions and Adjustments Worksheet.
1. Enter an estimate of your 2011 itemized deductions. These
include qualifying home mortgage interest, charitable contributions, state and
local taxes, medical expenses in excess of 7.5% of your income, and
miscellaneous deductions. (For 2010, you may have to reduce your itemized
deductions if you income is over $166,800 ($83,400 if married filing
separately). See Worksheet 2 in Pub. 919 for details.)
field contains 12,800 -
2. Enter $11,600 if married filing jointly or qualifying widow or widower,
$8,500 if head of household, $5,800 if single or married filing separately
field contains 11,600 -
3. Subtract line 2 from line 1. If zero or less, enter 0
field contains 1,200 -
4. Enter an estimate of your 2011 adjustments to income and
any additional standard deduction. (Pub 919)
field contains 4,000 -
5. Add lines 3 and 4 and enter the total. (Include any amount
for credits from the Converting Credits to Withholding Allowances for 2011 Form
W-4 Worksheet in Pub. 919.)
field contains 5,200 -
6. Enter an estimate of your 2011 nonwage income (such as dividends
or interest)
field contains 600 -
7. Subtract line 6 from line 5. If zero or less, enter 0
field contains 4,600 -
8. Divide the amount on line 7 by 3,700 and enter the result
here. Drop any fraction
field contains 1 -
9. Enter the number from the Personal Allowances Worksheet,
line H, page 1
field contains 9 -
10. Add lines 8 and 9 and enter the total here. If you plan
to use the Two Earner/Multiple Jobs Worksheet, also enter this total on line 1
below. Otherwise, stop here and enter this total on Form W-4, line 5, page 1
field contains 10
- These items are completed in the Two Earners/Multiple Jobs Worksheet.
1. Enter the number from line H, page 1 (or from line 10 above
if you used the Deductions and Adjustments Worksheet)
field contains 10 -
2. Find the number in Table 1 below that applies to the LOWEST
paying job and enter it here. However, if you are married filing jointly and
wages from the highest paying job are $65,000 or less, do not enter more than 3
field contains 2 -
3. If line 1 is more than or equal to line 2, subtract line
2 from line 1. Enter the result here (if zero, enter 0) and on Form W-4, line 5,
page 1. Do not use the rest of this worksheet
field contains 8
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