Achieve more precise withholdings
Your withholdings impact your refund and what you owe. We’ll help you understand them to avoid surprises.
W-4 WITHOLDING CALCULATOR
Adjust your withholdings with our W-4 refund calculator
Your W-4 directly affects your paycheck amount and potential tax refund. Use our W-4 tax withholding estimator to change your withholdings at any time and find the best fit for you. We’ll even help fill out your W-4 form(s).
We’re updating our calculator to include the OBBBA tax changes, but the current tool is still useful for many people. Learn more about OBBBA.
Here’s what you’ll need:
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Current paycheck stubs for all jobs
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Last year’s tax return
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Salary information for remainder of the year
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Deductions info to be taken this year
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Info on additional income you might receive
We’ll help you optimize your W-4
Don’t be caught off guard by your refund amount or money you owe the IRS at tax time. We can help you...
Accommodate life changes
If you have a new job, had children, got married, or had a significant income change, it’s time to update your W-4 form.
Include all sources of income
It’s important to factor in all your household income, including income from your spouse or side job.
Avoid underpayment penalties
We’ll help you avoid penalties you’d incur if you didn’t withhold enough throughout the year.
Get tax help — however you need it
Approximately 52% of filers qualify for H&R Block Online Free Edition. Simple tax situations only (Form 1040 and no schedules except Earned Income Tax Credit, Child Tax Credit, Student Loan Interest, and Retirement Plan Distributions). Learn more
- File yourself online any time, on any device
- Self-paced tax prep for simple returns
- Easy doc upload from phone, computer, or tablet
- File yourself online with live expert help
- Complex tax situations
- Options for deductions, investors, & self-employed
At home, in office, or drop off
- Online, in person, and hybrid options
- Expert support for unique tax situations
- Request to work with the same pro or get a new one
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Approximately 52% of filers qualify for H&R Block Online Free Edition. Below are the specific tax situations that are included and not included in Free Online:
Included Tax Situations
W-2 Income: Income reported on Form W-2 employment.
Interest and Dividend Income: Limited interest and dividend income reported on Form 1099-INT or Form 1099-DIV up to $1,500.
Standard Deduction: Taxpayers who take the standard deduction instead of itemizing deductions.
Earned Income Tax Credit (EITC): Eligibility for the Earned Income Tax Credit.
Child Tax Credit (CTC): Eligibility for the Child Tax Credit.
Unemployment Income: Unemployment compensation reported on Form 1099-G.
Student Loan Interest Deduction: Deduction for student loan interest paid.
Retirement Plan Distributions: Taxable qualified retirement plan distributions reported on Form 1099-R.
Excluded Tax Situations
Itemized Deductions: Taxpayers who choose to itemize deductions (e.g., mortgage interest, charitable contributions).
Self-Employment Income: Income from self-employment or freelance work reported on Schedule C.
Rental Income: Income from rental properties reported on Schedule E.
Capital Gains and Losses: Transactions involving the sale of stocks, bonds, or other capital assets.
Business Income and Expenses: Income and expenses from a business or farm.
Foreign Income: Income earned outside the United States.
Health Savings Accounts (HSAs): Contributions to or distributions from Health Savings Accounts.
Other Complex Tax Situations: Any other tax situations that require additional forms or schedules not supported by H&R Block Online Free Edition.