Cash Flow

College

Credit & Debit

Home & Mortgage

Taxation

Insurance

Paycheck & Benefits

Qualified Plans

Retirement

Saving

Investment

Auto

Business

Other

Should I adjust my payroll withholdings?

Each April many taxpayers are surprised as they realize that they have either over withheld or under withheld on their taxes. Use this paycheck withholding calculator at least annually to help determine whether you are likely to be on target based on your current tax filing status and the number of W-4 allowances claimed. Then make adjustments to your employer W-4 form, if necessary, to more closely match your 2018 federal tax liability. In the event of a projected tax surplus, you may be able to increase your W-4 paycheck withholding allowances and, thereby, increase your paycheck amount.

Note: This calculator uses the withholding tables released by the IRS on January 10, 2018.

Income and Tax Information

Business/Self-Employed Income

Withholding Information

Money Help Center

This information may help you analyze your financial needs. It is based on information and assumptions provided by you regarding your goals, expectations and financial situation. The calculations do not infer that the company assumes any fiduciary duties. The calculations provided should not be construed as financial, legal or tax advice. In addition, such information should not be relied upon as the only source of information. This information is supplied from sources we believe to be reliable but we cannot guarantee its accuracy. Hypothetical illustrations may provide historical or current performance information. Past performance does not guarantee nor indicate future results.