Step 1: Your information
Enter your name, address, Social Security number, and expected filing status.
Step 2: Jobs and working spouse
Account for multiple jobs or a working spouse when filing jointly. Choose one method in the instructions; the IRS estimator can help.
Step 3: Eligible credits
Follow the form’s income limits and instructions for dependents and other credits. With multiple jobs, complete Steps 3–4(b) on only one W-4, generally for the highest-paying job.
Step 4: Other adjustments
Use the instructions for other income, the deductions worksheet, and any extra withholding per paycheck. Complete Steps 2–4 only when applicable.
Step 5: Sign and submit
Sign and date, then give the form to your employer. Recheck withholding after changes in income or family circumstances.
Claim exemption only if you meet the current IRS requirements. State withholding may require a separate form.
Guidance checked October 19, 2026. Follow the current IRS instructions for your tax year.