The preferred method to enter or update your W-4 is by entering your information in Employee Self Service. Once the information is entered in the self service site, it is automatically loaded into the payroll system. If you are a nonresident alien, please refer to the IRS Rules for Federal Withholding for Nonresident Alien Employees.
The State of Iowa has a reciprocal agreement with the State of Illinois. If you are a resident of Illinois and working in Iowa, you may choose to have Illinois withholding. You can complete the Iowa W-4 and Illinois W-4 (the non-resident form is built into these forms) directly on Employee Self Service, except when you are claiming EXEMPT or claiming a large number of allowances. In those cases, you must complete a paper form. Find links to printable paper forms below and on Self Service.
A withholding allowance certificate is required to be completed for the state in which you perform services for the University of Iowa. However, if your work in another state is less than 90 days, you may choose to continue to have Iowa withholding. Refer to the list below for withholding certificates for states other than Iowa or Illinois that must be completed on paper and sent to Payroll Services, 120-30 USB or scanned to email@example.com.
Reminder: It is good idea to review W-4 forms in December of every year to see if any changes need to be made. Also, if you do claim EXEMPT, you must complete a new Form W-4 by February 15 of each year. If a new exempt form is not completed every year, tax status is reset to the status prior to exempt status.
Common Questions About Federal and State W-4s
Yes, the preferred method is to complete your W-4 forms in the University of Iowa Employee Self-Service in Time & Pay > Taxes > Tax Withholding (W4). If you complete the forms online, you do not need to mail in the paper copies. Any changes to your W-4 information should be made at least five business days before the pay date.
The W-4 form is completed by an employee, to inform the employer of the correct tax to withhold from their paycheck, each pay period, based on the withholding tables. An accurately completed W-4 can prevent you from having a large balance due when you file your annual tax return.
When your University of Iowa appointment is processed, your federal withholding defaults to a filing status of single with no adjustments, which is one the highest withholding rates. Your state withholding defaults to Iowa and single and 0 allowance which is the highest withholding.
IF you meet the requirements to claim exempt (see the instructions for the W-4 form) you can claim exempt.
For the Federal W-4 form write “Exempt” in the blank space below Step #4c. Steps #1 and #5 will also need to be completed. Do not complete steps #2 or #3 as they should be left blank.
For the Iowa W-4 form, write "Exempt" on the form where indicated and do NOT complete any of the Steps 1 thru 7.
IF you meet the requirements for claiming exempt, You MUST submit a new W-4 form EVERY year by February 15.
No, the extra withholding amount will be withheld EACH pay period.
In order to change the state withholding you MUST complete a W-4 for the new state. Please refer to the information above on W-4s for states other than Iowa or Illinois.
Specific Questions About the Federal W-4
This increases your withholding. Checking the box is comparable to the previous version of the W-4 form “married but withhold at the single higher rate” option.
Dependents are calculated at the rate of $2,000 per dependent under age 17 and $500 per dependent at age 17 and over. These amounts are equivalent to the dependent credits on your annual income tax return. As these amounts increase, your federal income tax withholding decreases.
If you want tax withheld for other income you expect to report 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.
No, only if you expect to claim deductions other than the standard deduction. If you enter an amount,
Withholding is based on the federal graduated tax withholding tables and your W-4 elections. A
In accordance with the Tax Cuts and Jobs Act (TCJA), the Internal Revenue Service updated their W-4 form. The 2020 federal W-4 no longer includes allowances. Therefore, anyone who has completed a W-4 in 2020 or later sees “N/A” as it is no longer a valid field.