Processing Form W-4
Employee's Withholding Allowance Certificate
When initiating or changing an employee’s or worker’s Federal tax (W-4) record, and the employee or worker claims over 10 exemptions or claims exempt from Federal tax withholding, a copy of the W-4 form must be retained in their OPF. Employers are not required to routinely submit such W-4s to the IRS. However, during an audit, the IRS may require that the forms be provided. The W-4 form from each employee or worker claiming exemption from withholding taxes expires on February 15 of each year. If the employee or worker does not provide a new W-4 by February 15, the employer is required to withhold Federal Tax as if the employee or worker claimed single with no other adjustments.
FPPS Changes Effective April 6, 2020
The IRS W-4 Form has changed for new employees and any changes made to existing employees’ withholding forms on or after April 6, 2020. The new form no longer uses allowances to adjust an individual’s federal income tax withholding. Employees who do not make any changes to their Federal taxes after April 6, 2020 will be grandfathered to keep their current marital status and exemptions until a change is made to their Federal taxes.
Visit the IRS web page on Tax Topic No. 753 Form W-4 – Employee’s Withholding Certificate or the Payroll Users Manual for more information.
An employee may also access Employee Express to change their W4 information.
If you have any other questions, contact the Customer Support Center at 1-888-367-1622.