b****y
发帖数: 278 | 1 我现在以H1B工作都是以Single的身份填写W4的。 不过，由于今年年底老婆PHD毕业，
暂时有没有找到工作，所以想改一下W4的填写。这样的话，明年预扣的税可以少一点。。
我老婆08年F1来美的，现在是RA有工资的，但是年底毕业后她的工作暂时没着落。请问
，这样的话，2014的W4我可以claim Married Filing Jointly 及Spouse Not Working
吗？如果她明年年初工作还没定的话，她会在他老板那里Volunteer用F1 OPT挂名一段
时间。
如果她明年找到工作了，我们需要马上更改W4吗？ 还是明年报税的时候，把税补上就
行了？
谢谢各位！ | l*******6
发帖数: 140 | 2 1. Rule of the thumb, You have the right to change your W-4 any time during
the calendar year for any reason. And you are responsible for over or under
withheld tax when file a tax return.
2.For 2013 tax refund which will be claimed before April 2014, you can
combine your wife's W-2 and use 1040 claim Married Filing Jointly to request
refund.
3.For 2014,
1)Your wife has a job and salary lower than yours, you can put 2 on box 5
and check married; and she put 0 on box 5 and check married. So your overall
tax rate will be lower.
2) Your wife has a job and salary higher than yours, she can put 2 on box 5
and check married; and you put 0 on box 5 and check married.
3)Your wife does not have a job/volunteer, you can put 2 on box 5 and check
married.
Hope this helps. | b****y
发帖数: 278 | 3 谢谢, Lostlost6.
终于等到回复了，呵呵。年中改W-4的时候，是需要联系HR吗？ 还是自己搞定就行？
Allowance是类似于Dependent吗？ 也就是说，我和LD不能同时claim对方为Allowance?
during
under
request
overall
【在 l*******6 的大作中提到】
: 1. Rule of the thumb, You have the right to change your W-4 any time during
: the calendar year for any reason. And you are responsible for over or under
: withheld tax when file a tax return.
: 2.For 2013 tax refund which will be claimed before April 2014, you can
: combine your wife's W-2 and use 1040 claim Married Filing Jointly to request
: refund.
: 3.For 2014,
: 1)Your wife has a job and salary lower than yours, you can put 2 on box 5
: and check married; and she put 0 on box 5 and check married. So your overall
: tax rate will be lower.
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