IRS Form W4 Married Filing Jointly MISTAKE

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  • เผยแพร่เมื่อ 17 ส.ค. 2022
  • IRS Form W4 Married Filing Jointly MISTAKE. Why you should fill out the IRS Form W4 together if you're married filing jointly. This could be the difference in getting a MAJOR tax surprise at the end of the year.
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ความคิดเห็น • 78

  • @ThrushEterna
    @ThrushEterna 2 หลายเดือนก่อน +7

    Unbelievable that so many of us have to scour the internet to find answers to these questions. Hate our system. Thank you

  • @mapopperoozio
    @mapopperoozio ปีที่แล้ว +19

    I can never find a video on if you're filing married/jointly with one income. Any videos or advice on that situation?

    • @whitehawk116
      @whitehawk116 ปีที่แล้ว +3

      I’m looking for the same.

    • @levertonm
      @levertonm ปีที่แล้ว

      I believe that entitles you to file as head of household then

  • @NapTownMusic1
    @NapTownMusic1 ปีที่แล้ว +1

    Also for the credits do we both put the adjusted credits or our w4 that’s the estimator tells us or do just one of us put the credits

  • @StevenJewettChesterSprings
    @StevenJewettChesterSprings 3 หลายเดือนก่อน

    Excellent tax advice, Travis! My wife and I are personal victims of this.....Thanks!

  • @mostmost1
    @mostmost1 ปีที่แล้ว +4

    Thanks for pointing me in the right direction. All my children are out of college and employed. My wife and I have to adjust our W4 we owed thousands last year. I changed my W4 and got confused. Now they take out less federal taxes than before!

  • @vidmar32
    @vidmar32 4 หลายเดือนก่อน

    Hey man. As it stands me and my spouse are still on single and file 0. We get a decent chunk refund every year. Can we simply just change to married filling jointly ? And staying at claiming 0. Would still get a refund and get a small bump weekly. Right ? Or am I nuts ?

  • @patrickcaniya7390
    @patrickcaniya7390 3 หลายเดือนก่อน

    I'm married with no kids, my wife doesn't work, she's currently at college right now. I'm the only one working, how should I get my w4 done.

  • @jayjozwiak
    @jayjozwiak ปีที่แล้ว +2

    What’s the best way to fill out the estimator tool if you get a promotion/salary increase mid year? Married, filing jointly, both employed. TIA!

  • @momteacherlessons7296
    @momteacherlessons7296 2 หลายเดือนก่อน

    So, I'm looking for more I do on the last thing you said. I have 5 kids and my spouse is working. He has added dependents, not sure how many. Will find out. So I also add dependents from the lesser paying job? Married filing jointly. If he put 5, can I? Or would we split the difference. Like he has 3 And I have 2.

  • @JoseArgueta-or5sw
    @JoseArgueta-or5sw ปีที่แล้ว

    Hey Travis, say you already fill out the W-4 as single and used the Online IRS estimator to calculate the withholding and all that. BUT got married in the middle of the year. Do you have to update the W-4 if decided that for the upcoming tax return want to file jointly? or do you update that at the time of doing the tax return? Thank you.

  • @jennyoswald8731
    @jennyoswald8731 4 หลายเดือนก่อน +1

    Excellent video!!! now I understand why I owed almost 10k for 2023. Thank you , thank you !!!

    • @banditmain9189
      @banditmain9189 2 หลายเดือนก่อน

      omg yes, i didnt owe that much but i did owe quite a bit and i was so confused.

    • @jonathanjimenez5435
      @jonathanjimenez5435 2 หลายเดือนก่อน

      Does that mean you have to amend your taxes or you just have to owe? I have similar issue with owing for 2023 a lot more than anticipated…

  • @photographywithbrallan1247
    @photographywithbrallan1247 ปีที่แล้ว +9

    Can both my wife and I select single on the W4 to get more tax withholding and file MFJ on taxes? We had selected MFJ on W4 and that screwed us over bad

    • @fairy.4313
      @fairy.4313 2 หลายเดือนก่อน

      Same question

    • @dsonyay
      @dsonyay 25 วันที่ผ่านมา

      That’s what we do

    • @TravisSickle
      @TravisSickle  25 วันที่ผ่านมา

      There are better ways.

    • @jboogie5216
      @jboogie5216 4 วันที่ผ่านมา

      @@dsonyay what’s your experience with this?

  • @dinapreuss1318
    @dinapreuss1318 ปีที่แล้ว

    Hi Travis, do you have a video for married, filing jointly with one spouse working and the other retired w/a pension income? Thanks so very much.

    • @TravisSickle
      @TravisSickle  ปีที่แล้ว

      No but you can enter in the pension using the online estimator.

  • @kherrley24
    @kherrley24 ปีที่แล้ว +1

    Me and my wife are US citizens living in Mexico. She is a international teacher and is Tax Exempt. I work remotely for a company in Austin Texas. When updating my W4 it says:
    "Do you work more than one job or does your spouse work?"
    Would I say "No" to this since my wife doesn't pay US tax?

  • @alexxdaye1
    @alexxdaye1 ปีที่แล้ว

    So I’ve noticed that on several videos that you’re NOT checking box 2C, why is that? I have more than two jobs and married filing jointly. What is the difference with box 2C? Thanks Travis! Great videos!

    • @TravisSickle
      @TravisSickle  ปีที่แล้ว

      because it's not as accurate as the online estimator (option a).

  • @prv3110
    @prv3110 ปีที่แล้ว

    What should I do if I want to increase federal withholding tax, married filing joint? I think something is wrong because my W-2 showed that there's only $17.25 federal tax withheld for the entire year of 2022. We ended up paying. So what should I do going forward?

    • @TravisSickle
      @TravisSickle  ปีที่แล้ว +1

      Use the online estimator and check the w4 printout.

  • @daysirosales2731
    @daysirosales2731 2 หลายเดือนก่อน +1

    How do you use the IRS estimator if you don’t have a previous paystub?

    • @TravisSickle
      @TravisSickle  29 วันที่ผ่านมา

      There is a radio button for future jobs so it won't ask how much you withheld year to date.

  • @thadtrebilcock4387
    @thadtrebilcock4387 ปีที่แล้ว

    What if spouse is unemployed and receives social security disability.

  • @wowerz82
    @wowerz82 ปีที่แล้ว +1

    If someone started a new job and doesn't know their yearly income yet, how can they use the online estimator?

  • @tallmomof3grls
    @tallmomof3grls ปีที่แล้ว +1

    Which spouse adds the dependents on the w 4 form? Do We both or the one that makes more money?

    • @TravisSickle
      @TravisSickle  ปีที่แล้ว

      Should use the estimator to break it up between both most efficiently. Not the same as years ago.

  • @2VsOn1
    @2VsOn1 ปีที่แล้ว +1

    we just used the estiimator after viewing this video in compnletion.
    we both seperately used the estimator. i said married, filling jointy and claiming dependent and so did my spouse just to check how different the numbers would come out.
    We both got different numbers for tax withheld and refund. few thousands up/down for refund.
    Additionally, the prefilled W4 was dramatically different i. e in my case it said to put $x in section 3 for her and me.
    But the estimator that she used, there was no mention about section 3 at all. on section 4c.
    is it "normal" to have the results of the estimator this different? i thought they should be same?

    • @TravisSickle
      @TravisSickle  ปีที่แล้ว

      Enter them together. Not separately.

    • @2VsOn1
      @2VsOn1 ปีที่แล้ว

      @@TravisSickle thanks for the response Travis.
      i meant to say that me and wife filled out the estimator seperately; however, we both entered each other's information - wife with two jobs and me with one- so we did the W4 for three jobs. And we both clicked on claiming dependents.
      having done above we got totally different recommendation on W4 for both of us. for me it asked to enter $ for section c and not for her - instead asked to enter $ in 4c.
      is this suppose to happen?

    • @TravisSickle
      @TravisSickle  ปีที่แล้ว

      Is the anticipated tax obligation the same on both?

  • @hathor9777
    @hathor9777 11 หลายเดือนก่อน

    My estimator has no directions on what to enter on the w4. There is no drop down, nothing to expand. How do I use this to fill out my w4? Do I just leave everything blank and sign it? Im so confused!

    • @TravisSickle
      @TravisSickle  11 หลายเดือนก่อน

      It likely says that on the last page. screen shot it and send it to me on the discord channel...link in description.

  • @ILikeBSG
    @ILikeBSG ปีที่แล้ว

    I’m interested in knowing about married filing jointly with non resident spouse who has a job outside the US

    • @TravisSickle
      @TravisSickle  ปีที่แล้ว

      Ask questions on our discord chat: Join Link discord.gg/enuJThjHJ9

  • @NapTownMusic1
    @NapTownMusic1 ปีที่แล้ว +1

    When it asks for salary do you input gross or net pay

  • @ruthclarke2130
    @ruthclarke2130 ปีที่แล้ว

    I can’t find the video on how to correctly fill out the dependent section for 2022?

    • @TravisSickle
      @TravisSickle  ปีที่แล้ว

      dependents section 3 video. check my channel.

    • @mapopperoozio
      @mapopperoozio ปีที่แล้ว

      @@TravisSickle the W4 link in the IRS website isn't available anymore.

  • @Jessica_PMHNP
    @Jessica_PMHNP ปีที่แล้ว

    Do they take out less taxes if you get married and start filing jointly?

    • @TravisSickle
      @TravisSickle  ปีที่แล้ว +1

      Depends. At the same income level yes.

  • @Niel8tr
    @Niel8tr 4 หลายเดือนก่อน

    Why are you paying taxes? If you arent a federal employee, or do you live in DC? The irs says the taxes you give are gifts. you are volunteering your hard earned income...why?>
    “In the United States of America, there are two (2) separated and distinct jurisdictions, such being the jurisdiction of the states within their own state boundaries, and the other being federal jurisdiction (United States), which is limited to the District of Columbia, the U.S. Territories, and federal enclaves within the states, under Article 1, Section 8, Clause 17,” Bevans v. United States, 16 U.S. 336 (1818).
    A "person" as defined in 26 U.S.C. 7701(a)(l) refers only to "statutory" legal "fictions" "subject to" the federal government and the IRS located in D.C. Affiant is not a "person" as defined in sec. 7701 (a)(l). You cannot be both a living man/woman presently, and a government created dead "FICTION" entity/ "person.".
    26 U.S.C. 7701(a)(14) defines the term "taxpayer'' as any person "subject to" any "internal" [D.C.] revenue tax. For any person to be "subject to" any tax, they must first be under or within the municipal jurisdiction of the federal government, i.e., within that foreign (to the 50 states) 10-mile square area commonly referred to as D.C.
    Although Congress never incorporated the Federal Government, it did incorporate D.C. as a "municipal" corporation in 1871. That municipal corporation's stock, 100% of it, has been owned and controlled by entities of the "foreign" offshore International Monetary Fund (IMF), or its assigns, at least since the Bretton Woods Agreement was codified in 1944 at 22 U.S.C. 286 et. seq.
    It is common knowledge among legal researchers including Judges seated in the United States Tax Court in D.C., that filing form 1040 and paying an income tax is a voluntary act for people in the states of the union and American Nationals and Free Inhabitants not statutorily connected to the IRS's jurisdiction or the federal government and who are not domiciled in D.C.
    Unless by birth and parentage you were born in DC, and according to American Jurisprudence 2d., Sec. 2689 and 8 U.S.C. 1401(a), You are not someone "within" (inside) the income taxing jurisdiction of the United States - defined as the District of Columbia per 26 U.S.C. 7408(d).
    There are certain types of federal statutory citizens and residents with sources of income "within" the U.S. [D.C.] that could be "subject to" the IRS's jurisdiction and who are legally obligated to file a form 1040. Millions of state Citizens are liable for filing form 1040 if they voluntarily "elect'' to be taxed "as though" they are a "federal" person or ''U.S. citizen." Voluntary "servitude" is legal whereby "involuntary servitude" (slavery) is not!
    STOP FUNDING THE CORRUPT US CORPORATION!
    BY VOLUNTARILY GIVING THEM YOUR FEALTY, AND EARNINGS WHICH ARE NOT PROFIT!

  • @blind898
    @blind898 10 หลายเดือนก่อน

    If you do this, will you need to update this at the start of the following year?

    • @TravisSickle
      @TravisSickle  10 หลายเดือนก่อน

      August 4, 2023

  • @hansknitter6840
    @hansknitter6840 หลายเดือนก่อน

    The tax estimator looks very different than what you show. Any chance I am PM you?

    • @TravisSickle
      @TravisSickle  29 วันที่ผ่านมา

      Yes, you can on our discord channel. Link is in the description. It will be free since you are a channel member. Also, drop a specific question and I'll do my best to answer.

  • @cfsmound3524
    @cfsmound3524 ปีที่แล้ว

    Can a person fill this out in a way to get the biggest paychecks and then owe money at tax time legally?

    • @TravisSickle
      @TravisSickle  11 หลายเดือนก่อน

      July 14, 2023

  • @kristalpaolino734
    @kristalpaolino734 ปีที่แล้ว +1

    What if spouse is self employed (gets a 1099)?

    • @TravisSickle
      @TravisSickle  ปีที่แล้ว

      page 2 of the online estimator, there is a checkbox at the bottom for self employed.

  • @melissanative1799
    @melissanative1799 ปีที่แล้ว

    How do we set it up so that my husband who makes a lot more than me gets the same percentage taken our as me so that if we end up owing anything we can split that 50/50? We have no dependents.

    • @TravisSickle
      @TravisSickle  ปีที่แล้ว

      it can be done but that's a bit more work to figure it out.

    • @melissanative1799
      @melissanative1799 ปีที่แล้ว

      @@TravisSickle Thank you, I wish I could find a video on how to do that.

  • @kennethmacky9236
    @kennethmacky9236 ปีที่แล้ว

    My wife's W2 at the bottom say FIT: U and then 0. Mine says T and then 0. Do you know what this means? I can't find one person who can tell me so far so i though I would ask you.

    • @TravisSickle
      @TravisSickle  ปีที่แล้ว

      Federal income tax withholdings.

    • @kennethmacky9236
      @kennethmacky9236 ปีที่แล้ว

      @@TravisSickle
      Thank you, but what does the U stand for?

  • @paulholubowski9635
    @paulholubowski9635 ปีที่แล้ว

    How do we get more money in our paycheck
    Married filing jointly
    We would like to have more money in our paychecks instead of getting money back on our federal tax
    returns.We wou like to break even when filing our federal tax returns

    • @TravisSickle
      @TravisSickle  11 หลายเดือนก่อน

      July 13, 2023

    • @Niel8tr
      @Niel8tr 4 หลายเดือนก่อน

      Did you seriously just erase my post? WHY?
      Why are you paying taxes? If you arent a federal employee, or do you live in DC? The irs says the taxes you give are gifts. you are volunteering your hard earned income...why?>
      “In the United States of America, there are two (2) separated and distinct jurisdictions, such being the jurisdiction of the states within their own state boundaries, and the other being federal jurisdiction (United States), which is limited to the District of Columbia, the U.S. Territories, and federal enclaves within the states, under Article 1, Section 8, Clause 17,” Bevans v. United States, 16 U.S. 336 (1818).
      A "person" as defined in 26 U.S.C. 7701(a)(l) refers only to "statutory" legal "fictions" "subject to" the federal government and the IRS located in D.C. You are not a "person" as defined in sec. 7701 (a)(l). You cannot be both a living man/woman presently, and a government created dead "FICTION" entity/ "person.".
      26 U.S.C. 7701(a)(14) defines the term "taxpayer'' as any person "subject to" any "internal" [D.C.] revenue tax. For any person to be "subject to" any tax, they must first be under or within the municipal jurisdiction of the federal government, i.e., within that foreign (to the 50 states) 10-mile square area commonly referred to as D.C.
      Although Congress never incorporated the Federal Government, it did incorporate D.C. as a "municipal" corporation in 1871. That municipal corporation's stock, 100% of it, has been owned and controlled by entities of the "foreign" offshore International Monetary Fund (IMF), or its assigns, at least since the Bretton Woods Agreement was codified in 1944 at 22 U.S.C. 286 et. seq.
      It is common knowledge among legal researchers including Judges seated in the United States Tax Court in D.C., that filing form 1040 and paying an income tax is a voluntary act for people in the states of the union and American Nationals and Free Inhabitants not statutorily connected to the IRS's jurisdiction or the federal government and who are not domiciled in D.C.
      Unless by birth and parentage you were born in DC, and according to American Jurisprudence 2d., Sec. 2689 and 8 U.S.C. 1401(a), You are not someone "within" (inside) the income taxing jurisdiction of the United States - defined as the District of Columbia per 26 U.S.C. 7408(d).
      There are certain types of federal statutory citizens and residents with sources of income "within" the U.S. [D.C.] that could be "subject to" the IRS's jurisdiction and who are legally obligated to file a form 1040. Millions of state Citizens are liable for filing form 1040 if they voluntarily "elect'' to be taxed "as though" they are a "federal" person or ''U.S. citizen." Voluntary "servitude" is legal whereby "involuntary servitude" (slavery) is not!
      STOP FUNDING THE CORRUPT US CORPORATION!
      BY VOLUNTARILY GIVING THEM YOUR FEALTY, AND EARNINGS WHICH ARE NOT PROFIT!

  • @sherri6341
    @sherri6341 10 หลายเดือนก่อน

    What do you do if 1 spouse works 2 jobs

    • @TravisSickle
      @TravisSickle  10 หลายเดือนก่อน

      August 1, 2023

  • @dbabineaux2010
    @dbabineaux2010 2 หลายเดือนก่อน

    I swear I ran through the irs calculator three times with the same input and got three different results. Has this happened to anyone else?

    • @TravisSickle
      @TravisSickle  29 วันที่ผ่านมา

      Did you do it on different days? It calculates in real time.

    • @dbabineaux2010
      @dbabineaux2010 29 วันที่ผ่านมา

      @@TravisSickle No it was within a few hours, same day.

  • @Niel8tr
    @Niel8tr 4 หลายเดือนก่อน

    Did you seriously just erase my post? WHY?
    Why are you paying taxes? If you arent a federal employee, or do you live in DC? The irs says the taxes you give are gifts. you are volunteering your hard earned income...why?>
    “In the United States of America, there are two (2) separated and distinct jurisdictions, such being the jurisdiction of the states within their own state boundaries, and the other being federal jurisdiction (United States), which is limited to the District of Columbia, the U.S. Territories, and federal enclaves within the states, under Article 1, Section 8, Clause 17,” Bevans v. United States, 16 U.S. 336 (1818).
    A "person" as defined in 26 U.S.C. 7701(a)(l) refers only to "statutory" legal "fictions" "subject to" the federal government and the IRS located in D.C. You are not a "person" as defined in sec. 7701 (a)(l). You cannot be both a living man/woman presently, and a government created dead "FICTION" entity/ "person.".
    26 U.S.C. 7701(a)(14) defines the term "taxpayer'' as any person "subject to" any "internal" [D.C.] revenue tax. For any person to be "subject to" any tax, they must first be under or within the municipal jurisdiction of the federal government, i.e., within that foreign (to the 50 states) 10-mile square area commonly referred to as D.C.
    Although Congress never incorporated the Federal Government, it did incorporate D.C. as a "municipal" corporation in 1871. That municipal corporation's stock, 100% of it, has been owned and controlled by entities of the "foreign" offshore International Monetary Fund (IMF), or its assigns, at least since the Bretton Woods Agreement was codified in 1944 at 22 U.S.C. 286 et. seq.
    It is common knowledge among legal researchers including Judges seated in the United States Tax Court in D.C., that filing form 1040 and paying an income tax is a voluntary act for people in the states of the union and American Nationals and Free Inhabitants not statutorily connected to the IRS's jurisdiction or the federal government and who are not domiciled in D.C.
    Unless by birth and parentage you were born in DC, and according to American Jurisprudence 2d., Sec. 2689 and 8 U.S.C. 1401(a), You are not someone "within" (inside) the income taxing jurisdiction of the United States - defined as the District of Columbia per 26 U.S.C. 7408(d).
    There are certain types of federal statutory citizens and residents with sources of income "within" the U.S. [D.C.] that could be "subject to" the IRS's jurisdiction and who are legally obligated to file a form 1040. Millions of state Citizens are liable for filing form 1040 if they voluntarily "elect'' to be taxed "as though" they are a "federal" person or ''U.S. citizen." Voluntary "servitude" is legal whereby "involuntary servitude" (slavery) is not!
    STOP FUNDING THE CORRUPT US CORPORATION!
    BY VOLUNTARILY GIVING THEM YOUR FEALTY, AND EARNINGS WHICH ARE NOT PROFIT!