The 2020 Form W-4, Employee’s Withholding Certificate, is very different from previous versions. This is due to the federal tax law changes that took place in 2018. The Internal Revenue Service (IRS) is not requiring all employees to complete the revised form and has designed the withholding tables so that they will work with both the new and prior year forms. However, certain employees will be required to use the new form: those hired in 2020 and anyone who makes withholding changes during 2020.
Even though the IRS does not require all employees to complete the revised form and even if your tax situation has not changed, we recommend you perform a “paycheck checkup” to see if you need to make an adjustment to your current withholding. To conduct the checkup, you can use the IRS’s Tax Withholding Estimator (www.irs.gov/W4App). To effectively use the estimator, it is helpful to have a copy of your most recent pay stub and tax return. Please note: if you do not submit a new form, withholding will continue based on your previously submitted form.
If you need assistance in filling out your 2020 W-4 form, please consult your tax advisor or tax attorney. The payroll department is not able to provide tax advice outside of the instructions above.
IRS Withholding Estimator www.irs.gov/W4App
The IRS has also published Frequently Asked Questions that you may find helpful as you complete the form (https://www.irs.gov/newsroom/faqs-on-the-draft-2020-form-w-4)
2020 W-4 Paper Form https://www.irs.gov/pub/irs-pdf/fw4.pdf
2020 W-4 Online Form www.andrews.edu/go/mytaxforms
Select “W-4 Employee’s Withholding Allowance Certificate,” then select update at the bottom. Any changes made here will automatically populate into our Banner system. Ministers and non-resident aliens please see the note above.