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Update Your Tax Withholding

Completing Form W-4 for Federal Tax Withholding

You can review and update your Form W-4 anytime using Employee Self Service. Employees who do not complete a W-4 form prior to the processing of their first paycheck will be defaulted to single status per IRS guidelines.

Self-Service: Logon to HRMS, select Main Menu, then Self-Service, then Payroll and Compensation, then W-4 Tax Information.

Note: The Payroll staff cannot advise individuals on what to put on the W-4 Form. There are several tools available to assist individuals:

 

To complete a W-4 Form in Self-Service:

Step 1: Indicate your filing status by selecting one of the radio buttons.

  • Single or Married filing separately
  • Married filing jointly (or qualifying widower)
  • Head of Household (Check only if you are unmarried and pay more than half the cost of keeping up a home for yourself and a qualifying individual).

** Steps 2, 3 and 4 are optional. Employees should complete Steps 2, 3 and/or 4 if relevant to their personal situations. These steps show adjustments that will affect the withholding calculation.

 

Step 2: Complete this step if you (1) hold more than one job at a time, or (2) are married filing jointly and your spouse also works.  The correct amount of withholding depends on income earned from all these jobs.

Step 3: Claim Dependents – Please click on View instructions for help completing this section.

Step 4: Other Adjustments

(a) Other Income. If you want tax withheld for other income you expect this year that won’t have withholding, enter the amount of other income here. This may include interest, dividends, and retirement income. You should not include income from any jobs.

(b) Deductions. If you expect to claim deductions other than the standard deduction and want to reduce your withholding, use the Deductions Worksheet and enter the result here.

(c) Extra withholding. Enter any additional tax you want withheld each pay period

 

Step 5: Submit your changes by clicking on the submit button at the bottom of the page.

Employees wishing to claim exemption from federal income tax withholding:

Complete this section by indicating the tax year, and certify you meet both conditions. Submit your changes by clicking on the submit button.  If you chose to claim exempt this means there will be no federal tax withholding from your paycheck. You may end up owing these taxes when you file your personal tax form with the IRS if you do not meet BOTH conditions below. In addition, the IRS can issue a Lock Letter if you do not have enough withheld. This Lock Letter could prohibit you from changing your taxes withholding in the future.

 

 

 

Note: The exemption from withholding is valid for the current tax year only.

 

Completing Form IT-2104 for New York State Tax Withholding (NYS)

The New York State income tax withheld from your paycheck is based on your marital status and the number of allowances you enter on NY Form IT-2104 (Employee Withholding Allowance Certificate). Generally, the more allowances that you claim on NY Form IT-2104, the less New York state income tax withholding you will have in your paycheck. As described below, employees can request an additional amount of NY state income tax withheld from each paycheck, in addition to the NY state income tax withholding based on your marital status and number of allowances.

If you claim more than 14 allowances, the University is required to send a copy of your Form IT-2104 to the New York State Tax Department. The New York State Tax Department may then contact you to verify your allowances.

You can review and update your NY Form IT-2104 anytime using Employee Self Service. Employees who do not complete an IT-2104 form prior to the processing of their first paycheck are defaulted to single status with zero withholdings per NYS guidelines.

Self-Service: Logon to HRMS, select Main Menu, select Self-Service, select Payroll and Compensation, select IT-2104 NYS Tax Information.

Note: The Payroll staff cannot advise individuals on what to put on the IT-2104 Form. There are tools available to assist individuals:

To complete an IT-2104 Form in Self-Service:

  • Indicate the number of allowances you are claiming
  • Indicate if you wish to have an additional amount withheld
  • Indicate the tax status of Single or Married
  • Click “Submit”