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Form W4: Impact on Payroll

Clear up questions on the effects that form W-4 has on payroll.

Many payroll departments have questions about administering the W-4 process. It is often difficult to determine when to request a new Form W-4 or how to compute the correct withholding based on the W-4 information. When employing entities merge it is often difficult to know whether to ask for new W-4 forms or whether to use existing forms. Nonresident aliens may be restricted in what to claim on Form W-4 and payroll departments should be in a position to explain the differences for these employees. Payroll departments who also administer pension payments may not have obtained the correct version of the W-4 form. All of these issues ultimately may impact the payroll department at year-end when employees file their tax returns and find that their taxes are substantially over or under withheld. Additional time is then needed to address these issues with the employee population. This topic helps the persons collecting and administering the W-4 Forms to withhold the correct amount of income tax, whether they are working with U.S. resident employees, nonresident alien employees or employees which have come to them via a merger. The content will explain when to ask for Form W-4, how to answer employees' questions about completing the form and when to question W-4 forms which do not appear to be completed correctly. The topic will also discuss electronic collection of W-4 information and explain the use of the various W-4 forms, for example Form W-4P. This information will help payroll departments better understand and administer the W-4 process to avoid year-end issues with employees and to respond to inquiries from the IRS regarding withholding matters based on Form W-4.

Runtime: 91 minutes
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Introduction

  • What Is Form W-4?
  • When Does a Payroll Department Request a Form W-4?
  • Does Form W-4 Expire?

Completing Form W-4

  • Basics to Complete Form W-4
  • Exemption From Withholding
  • Electronic Form W-4

Computing Income Tax Withholding

  • Tax Tables
  • Special Circumstances
  • Supplemental Wages

Other Form W-4 Considerations

  • Nonresident Alien Withholding
  • Withholding From Pensions
  • Spanish Forms
  • Successor Employers

2018 Form W-4 Complete With Changes as Reflected in the Recent Legislation

  • Exemptions
  • Standard Deductions
  • Tax Rates
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This course was last revised on June 14, 2018.

Call 1-866-352-9540 for further credit information.

  • SHRM 1.5
     
  • Lorman Education Services is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. This program is valid for 1.5 PDC(s) for the SHRM-CP or SHRM-SCP. For more information about certification or recertification, please visit www.shrmcertification.org.
     

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

  • Arizona CLE 1.5
     
  • CA MCLE 1.5
     
  • CT CLE 1.5
     
  • GA CLE 1.5
     
  • HI CLE 1.5
     
  • IL CLE 1.5
     
  • ME CLE 1.5
     
  • MT CLE 1.5
     
  • NJ CLE 1.8
     
  • NV CLE 1.5
     
  • VT CLE 1.5
     
  • WA CLE 1.5
     
  • WV MCLE 1.8
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

MP3 Download

  • Arizona CLE 1.5
     
  • CA MCLE 1.5
     
  • CT CLE 1.5
     
  • HI CLE 1.5
     
  • IL CLE 1.5
     
  • ME CLE 1.5
     
  • MT CLE 1.5
     
  • NJ CLE 1.8
     
  • NV CLE 1.5
     
  • VT CLE 1.5
     
  • WA CLE 1.5
     
  • WV MCLE 1.8
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Mary H. Angelbeck

Mary H. Angelbeck

  • Retired member of Ernst & Young’s National Employment Tax/Information Reporting Group
  • Enrolled agent with the IRS
  • More than 30 years of experience in the field of taxation, both as a state administrator and as a consultant
  • Practice included managing large payroll restructuring projects; payroll tax advisory services related to mergers and acquisitions; providing year-end federal, multistate, and local payroll tax advisory services; payroll related federal, state and local tax controversy; and federal as well as state and local information reporting (1099 and 1042-S) issues
  • Speaker for local chapters of the American Payroll Association, the New York University Annual Institute on State and Local Taxation, the Federation of Tax Administrators, the Tax Executives Institute, the Counsel on State Taxation, The American Bar Association, the Pennsylvania Institute of CPAs and Lorman Education Services
  • Can be contacted at [email protected]
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 402915
Published 2018
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