Filing status

AtticusParker33
AtticusParker33 Member Posts: 2 Newcomer

on my W-4, it says married filing jointly or qualifying, surviving spouse is this correct because my wife is not dead

Comments

  • AtticusParker33
    AtticusParker33 Member Posts: 2 Newcomer

    just trying to make sure my filing status is correct don't want to owe at the end of the year

  • kiarab
    kiarab FreeTaxUSA Agent Posts: 263 image
    edited February 20

    Hello AtticusParker33,

    If you are planning on filing a joint return with your spouse, that is correct. The W-4 is to figure out how much taxes to withhold from your paychecks and a joint return and a surviving spouse have a higher standard deduction and lower tax rate.

    One thing to keep in mind as you fill out the W-4 is you will want to account for other income. For example, if your wife has a job or if you have another job, you will want to account for that income so you have the right amount of taxes withheld.

    Step 2 on the W-4 form goes over the different methods you can use to calculate that if it applies to you.

    https://www.irs.gov/pub/irs-pdf/fw4.pdf