Comments on: Don’t forget Payroll’s Dec. 1 deadline

By: Deb

Deb — Mon, 07 Dec 2009 16:59:08 +0000

Thank you Kerry for posting the link!

By: Kerry Isberg

Kerry Isberg — Thu, 03 Dec 2009 18:40:54 +0000

Hi everyone … IRS has posted the 2010 Form W-4 on its Web site:

http://www.irs.gov/pub/irs-pdf/fw4.pdf?portlet=3

By: BW

BW — Mon, 30 Nov 2009 21:33:05 +0000

Thanks Sandy.

By: Sandy

Sandy — Tue, 24 Nov 2009 21:34:43 +0000

I agree totally on the deadline without a 2010 W-4 being available. We can’t forget though that we ARE dealing with our government. I like to send a notice out (via e-mail) just to remind people to think about the allowances they are claiming. It never hurts!

By: Kerry Isberg

Kerry Isberg — Tue, 24 Nov 2009 21:32:57 +0000

Jennifer … You should send the notice every year, regardless of whether anyone is already claiming exempt. While it’s rare, you may have employees who have a change in tax status and want to begin claiming exempt in the new year.

IRS’ tax posting schedule says the agency expects to release the 2010 W-4 on Dec. 4. I’ve heard from various sources they’re running a bit behind this year, but so far the date hasn’t been changed.

Sending the notice to employees before the form’s actually available isn’t ideal, but technically Payroll doesn’t need a new W-4 from an employee until Feb. 15. If an updated W-4 hasn’t been received by then, on Feb. 16 Payroll should change that person’s withholding to single/zero.

Hope that helps.
Kerry

By: Jennifer

Jennifer — Tue, 24 Nov 2009 21:22:09 +0000

What if you do not have anyone who claims exempt? Would this notice still need to be sent out? I think it is crazy they ask us to send a notice like this when they do not even have the 2010 form available.

By: Amanda

Amanda — Mon, 23 Nov 2009 15:12:13 +0000

Thank you Suzie, Sandy and Susi!!!!!!!!!!!!!!

By: Suzie

Suzie — Thu, 19 Nov 2009 16:27:27 +0000

I would modify the memo to include federal and state forms. We deal w/a few states that do not have a state form. But for those that do, I like to get both fed & state forms new at the same time.

By: Sandy

Sandy — Thu, 19 Nov 2009 16:22:16 +0000

Carla, I’m in North Carolina and there is no requriement to complete a new state withholding form in our state. I can’t speak to the requirements in Kansas though.

By: Carla

Carla — Thu, 19 Nov 2009 15:49:59 +0000

Sandy, you are awesome. I appreciate your model notice. My question is: As employees change their W-4, are they not also required to complete a new K-4 (Kansas Withholding Allowance)?