You will need to include all of the following information on a w-4 form except…

General
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you will need to include all of the following information on a w-4 form except…

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LectureNotes said you will need to include all of the following information on a w-4 form except…

Answer:
The W-4 form, also known as the “Employee’s Withholding Certificate,” is used by employers in the United States to determine how much federal income tax to withhold from an employee’s paycheck. Key information required on the W-4 form includes personal details and tax withholding adjustments. However, there are certain details that are not required on the form.

Required Information on a W-4 Form:

  1. Personal Information:

    • Full Name
    • Address
    • Social Security Number (SSN)
    • Filing status (e.g., Single, Married, Married but withhold at higher single rate)

  2. Multiple Jobs or Spouse Works:

    • Adjustments for multiple jobs or a working spouse to avoid under-withholding.

  3. Dependents:

    • Information to claim child and dependent tax credits.

  4. Other Adjustments:

    • Other income (not from jobs), such as interest or dividends.
    • Deductions other than the standard deduction (e.g., itemized deductions, retirement contributions).

  5. Additional Withholding:

    • Extra amount, if any, you want withheld from each paycheck.

Information Not Required on a W-4 Form:

While the W-4 form requires various details related to your tax situation, specific information is not required. According to LectureNotes, the information you will not need to include on a W-4 form is:

  1. Detailed Wage Information:

    • Your precise salary or hourly wage information is not required to be listed directly on the W-4 form.

  2. Tax Refund or Payment from Previous Year:

    • Information about any tax refund or payment you made in the previous year is not necessary for the W-4 form.

  3. Bank Account Information:

    • Bank account details such as account numbers and routing numbers are not required on the W-4 form.

  4. Employer Information (Provided by Employer):

    • Information related to your employer, such as the employer’s EIN (Employer Identification Number), is not something the employee needs to include; this is managed by the employer.

Final Answer:

Based on the provided points, you do not need to include detailed wage information, tax refund or payment details from the previous year, or your bank account information on a W-4 form.