Fillable Indiana Wh 4 Form Create Your Indiana Wh 4

Fillable Indiana Wh 4 Form

The Indiana WH-4 form is the Employee’s Withholding Exemption and County Status Certificate, designed for employers to maintain accurate records regarding employee tax exemptions. This form is not submitted to the Department of Revenue; instead, employees must return it directly to their employers. It is essential for determining the appropriate amount of state and county income tax withholding based on an employee's personal circumstances.

To ensure accurate tax withholding, please fill out the Indiana WH-4 form by clicking the button below.

Create Your Indiana Wh 4

Documents used along the form

The Indiana WH-4 form is crucial for employees in Indiana as it helps determine the amount of state and county income tax to withhold from their paychecks. Along with the WH-4, there are several other forms and documents that employees may encounter. Below are five commonly used forms related to withholding and tax exemption in Indiana.

  • Form WH-1: This is the Indiana Withholding Tax Return. Employers use it to report and pay the state income tax withheld from employees' wages. It must be filed quarterly or annually, depending on the amount of withholding.
  • Form W-4: This is the federal Employee's Withholding Certificate. Employees complete this form to indicate their tax situation to their employer, which in turn helps determine how much federal income tax should be withheld from their paychecks.
  • Form IT-40: This is the Indiana Individual Income Tax Return. Residents use this form to file their annual state income tax return. It reports income, deductions, and credits to calculate the tax owed or refund due.
  • Form IT-40PNR: This is the Indiana Nonresident Individual Income Tax Return. Nonresidents who earn income in Indiana must use this form to report their Indiana-source income and calculate the tax owed.
  • Motor Vehicle Bill of Sale: This document is essential for recording the sale and purchase of a vehicle in Illinois, ensuring a smooth transfer of ownership. For more information, visit legalpdf.org.
  • Form WH-3: This is the Annual Withholding Reconciliation Report. Employers file this form to reconcile the total state income tax withheld from employees with the amounts reported on Form WH-1 throughout the year.

These forms work together to ensure proper tax withholding and reporting for both employees and employers in Indiana. Understanding these documents can help individuals manage their tax obligations effectively.

Common mistakes

  1. Omitting Required Information: Many individuals forget to fill in essential details such as their full name, Social Security number or ITIN, and home address. These fields are crucial for identifying the employee and ensuring accurate tax withholding.

  2. Incorrectly Claiming Exemptions: Some people mistakenly claim more exemptions than they are entitled to. For instance, if you are a nonresident alien, you should only enter “1” on line 1 and skip to line 7. Misunderstanding your eligibility can lead to under-withholding and potential tax liabilities.

  3. Failing to Update County Information: Individuals often neglect to update their county of residence or principal employment. If you moved after January 1, it’s important to note that your county status remains unchanged until the next calendar tax year. Failing to provide accurate county information can affect local tax rates.

  4. Not Signing and Dating the Form: A common oversight is forgetting to sign and date the form. This declaration confirms that the information provided is accurate to the best of your knowledge. Without a signature and date, the form may be considered incomplete, leading to complications with your employer.

Key takeaways

1. The Indiana WH-4 form is used to report your withholding exemptions and county status to your employer.

2. Do not send this form to the Indiana Department of Revenue; instead, return it directly to your employer.

3. You must provide your full name, Social Security number or ITIN, and home address on the form.

4. Indicate your county of residence and county of principal employment as of January 1 of the current year.

5. If you are a nonresident alien, you can only claim one exemption and should skip lines 2 through 6.

6. You can claim one exemption for yourself and one for your spouse if they do not claim their own exemption.

7. For each dependent you support, you can claim an additional exemption.

8. Additional exemptions may be claimed if you or your spouse are over 65 or legally blind.

9. If you want extra amounts withheld from your paychecks, you can specify those amounts on lines 7 and 8.

10. You must file a new WH-4 form within 10 days if your number of exemptions decreases due to life changes, such as divorce or changes in support for a dependent.

Form Breakdown

Fact Name Details
Purpose of Form The Indiana WH-4 form is used to claim withholding exemptions for state and county income tax purposes. It is for the employer's records and should not be sent to the Department of Revenue.
Who Should Complete It All resident and nonresident employees earning income subject to Indiana state and county income tax must complete this form.
Exemption Claims Employees can claim one exemption for themselves and an additional one for a spouse if the spouse does not claim their exemption. Dependents also qualify for exemptions.
Additional Exemptions Employees aged 65 or older or legally blind may claim additional exemptions. The form allows for these claims to be checked off.
Filing Requirements Employees must file a new WH-4 within 10 days if the number of exemptions decreases due to life changes, such as divorce or changes in dependent support.
Governing Law This form is governed by Indiana Code Title 6, Article 3, which outlines state and county income tax regulations.

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Form Example

Form WH-4

State Form 48845 (R10 / 8-23)

State of Indiana

Employee’s Withholding Exemption and County Status Certificate

This form is for the employer’s records. Do not send this form to the Department of Revenue.

The completed form should be returned to your employer.

Full Name_ _______________________________________________________ Social Security Number or ITIN___________________________

Home Address_________________________________ City_______________________ State_______

ZIP Code_______________________

 

Indiana County of Residence as of January 1:_________________________________________

(See instructions)

 

 

 

 

Indiana County of Principal Employment as of January 1:________________________________

(See instructions)

 

 

 

 

Check this box if the changes to the counties are effective for the next calendar year. (See instructions)

 

 

 

_____________________________________________________________________________________________________________________________________

 

How to Claim Your Withholding Exemptions

 

 

 

 

1.

You are entitled to one exemption. If you wish to claim the exemption, enter “1”

___________

 

 

Nonresident aliens must skip lines 2 through 8. See instructions

 

 

 

 

2.

If you are married and your spouse does not claim his/her exemption, you may claim it, enter “1”

___________

 

3.

You are allowed one (1) exemption for each dependent. Enter number claimed

___________

 

4.

Additional exemptions are allowed if: (a) you and/or your spouse are over the age of 65 and/or

 

 

 

 

 

(b) if you and/or your spouse are legally blind.

 

 

 

 

 

Check box(es) for additional exemptions: You are 65 or older or blind Spouse is 65 or older or blind

 

 

 

 

Enter the total number of boxes checked

___________

 

 

 

 

 

 

5.

Add lines 1, 2, 3, and 4. Enter the total here

 

 

 

 

 

 

6.

You are entitled to claim an additional exemption for each qualifying dependent (see instructions)

 

 

7.

You are entitled to claim an additional exemption for each qualifying dependent claimed for the first time (see instructions)

 

 

 

 

 

 

 

8.

.................................You are entitled to claim an additional exemption for each adopted qualifying dependent (see instructions)

 

 

9.

Enter the amount of additional state withholding (if any) you want withheld each pay period

$__________

 

10.

Enter the amount of additional county withholding (if any) you want withheld each pay period

$__________

 

 

I hereby declare that to the best of my knowledge the above statements are true.

 

 

 

 

Signature:_ ______________________________________________________________________

Date:___________________________

Instructions for Completing Form WH-4

This form should be completed by all resident and nonresident employees having income subject to Indiana state and/or county income tax.

Print or type your full name, Social Security number or ITIN and home address. Enter your Indiana county of residence and county of principal employment as of January 1 of the current year. If you neither lived nor worked in Indiana on January 1 of the current year, enter ‘not applicable’ on the line(s). If you move to (or work in) another county after January 1, your county status will not change until the next calendar year. Please check the box if you are requesting a change to a county of residence or work for the next calendar year.

Nonresident alien limitation. A nonresident alien is allowed to claim only one exemption for withholding tax purposes. If you are a nonresident alien, enter “1” on line 1, then skip to line 9. You are considered to be a nonresident alien if you are not a citizen of the United States and do not meet the green card test and the substantial presence test (get Publication 519 from www.irs.gov for information about these tests).

All other employees should complete lines 1 through 8.

Lines 1 & 2 - You are allowed to claim one exemption for yourself and one for your spouse (if he/she does not claim the exemption for him/herself). If a parent or legal guardian claims you on their federal tax return, you may still claim an exemption for yourself for Indiana purposes. You cannot claim more than the correct number of exemptions; however, you are permitted to claim a lesser number of exemptions if you wish additional withholding to be deducted.

Line 3 - Dependent Exemptions: You are allowed one exemption for each of your dependents based on state guidelines. To qualify as your dependent, a person must receive more than one-half of his/her support from you for the tax year and must have less than $4,400 gross income during the tax year (unless the person is your child and either (1) is under age 19 or (2) is under age 24 and a full-time student at a qualified educational institution during at least 5 months of the tax year).

Line 4 - Additional Exemptions. You are also allowed one exemption each for you and/or your spouse if either is 65 or older and/or blind. Line 5 - Add the total of exemptions claimed on lines 1, 2, 3, and 4. Enter the total in the box provided.

Line 6 - Additional Dependent Exemptions. An additional exemption is allowed for certain dependent children that are included on line 3. The dependent child must be a son, stepson, daughter, stepdaughter, foster child, and/or child for whom you are a legal guardian. The dependent must be under age 19 or must be both under age 24 and a full-time student at a qualified educational institution during at least 5 months of the taxable year.

Line 7 - First-time Claimed Additional Exemption. If an additional dependent exemption on Line 6 is being claimed for one or more children for the first time, enter the number of children for whom you are claiming. This exemption is good only for the calendar year in which the WH-4 claiming the exemption is submitted. If you claim this in multiple tax years, you MUST submit a new WH-4 each year for which this exemption is claimed. Do not claim this exemption if the child was eligible for the additional dependent exemption in any previous year, regardless of whether the exemption was claimed. This includes instances where the child was eligible for the additional dependent exemption before 2023. This also includes instances where the child was eligible to be claimed for the additional dependent exemption by another individual.

Line 8 - Additional Adopted Dependent Exemptions. An additional exemption is allowed for certain dependent children that are included on lines 3 and 6 and have been adopted by you or your spouse. The dependent child must be a son, stepson, daughter, or stepdaughter. The dependent must be under age 19 or must be both under age 24 and a full- time student at a qualified educational institution during at least 5 months of the taxable year.

Lines 9 & 10 - If you would like an additional amount to be withheld from your wages each pay period, enter the amount on the line provided. NOTE: An entry on this line does not obligate your employer to withhold the amount. You are still liable for any additional taxes due at the end of the tax year. If the employer does withhold the additional amount, it should be submitted along with the regular state and county tax withholding.

You may file a new Form WH-4 at any time if the number of exemptions increases. You must file a new Form WH-4 within 10 days if the number of exemptions previously claimed by you decreases for any of the following reasons:

(a)you divorce (or are legally separated from) your spouse for whom you have been claiming an exemption or your spouse claims him/herself on a separate Form WH-4;

(b)someone else takes over the support of a dependent you claim or you no longer provide more than one-half of the person’s support for the tax year; or

(c)a dependent no longer qualifies for an additional dependent or an adopted dependent exemption.

Penalties are imposed for willingly supplying false information or information which would reduce the withholding exemption.