How to Claim an Exemption on Form W-4
Form W-4 is for employee withholding allowances, this is what tells an employer how much tax to withhold from the employee's paycheck. To file for an exemption, the taxpayer must not have any tax liability the prior year nor any tax liability the current year. There are also certain stipulations concerning earned income and unearned income limits and status as a dependent that must be checked for the tax year in question. Taxpayers should fill out a Form W-4 each year, or whenever their tax situation changes.
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Instructions
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Fill out Line 1. Line 1 includes full name and address of the taxpayer.
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Fill out Line 2. Line 2 is the taxpayer's social security number.
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Fill out Line 3. Check either single, married or married but withhold at a higher tax rate. Single includes anyone who is married but legally separated, or married to a nonresident alien spouse.
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Fill out Line 4 if the taxpayer's name differs from the name on taxpayer's social security card.
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Skip Line 5 and 6.
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Write Exempt in Line 7.
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Sign Form W-4 at the bottom of the page.
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References
- Photo Credit A young woman holding a pen, doing her taxes image by Christopher Meder from Fotolia.com
