How to Enter the New W 4 Data
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New W4 Processing#

Beginning with the 2020 Form W-4, employees are no longer able to request adjustments to their withholding using withholding allowances. Instead, using the new Form W-4, employees provide employers with amounts to increase or decrease the amount of taxes withheld and amounts to increase or decrease the amount of wage income subject to income tax withholding.

Government Website #

For full instructions and information about the 2020 W-4, please refer to the most recent Publication 15-T, Federal Income Tax Withholding Methods at: https://www.irs.gov/pub/irs-pdf/p15t.pdf

For a PDF of the 2020 W-4 Preview, visit: https://www.irs.gov/pub/irs-pdf/fw4.pdf

The following is a list of the processes that are used to set up the Federal W4 Forms:

Maintain US Tax Filing Information Forms#

The IPRLUS has been enhanced into two new screens


The Self-Service employee screen WERLUS has been enhanced into two new screens

On the IPW4F / IPW4S and WEPW4F / WEPW4S screens, during Insert/Update mode, the process calls the PPRLU logic to create the new Federal Miscellaneous Tax Parameters, according to the IMCT ‘UPRLU MAPPING’ Code, if these tax parameters do not exist

On the IPW4F / IPW4S and WEPW4F / WEPW4S screens, employees can optionally enter the 2020 W4 Form values, if these Miscellaneous Tax Parameter values are not already defined from previous year's W4 set up

This means employees only need to enter any new W4 Form values, otherwise the previous W4 Form values are carried forward to the new 2020 W4 Form.

IMST SETUP REQUIRED

The new Site Preference 'US IPRLUS W4 OPTION' has been created to allow users to define how to setup the Federal W4 Form and State W4 information and determine which forms will be used for your employees.

If this Preference is turned on (value set to '01'), then the UPCALC will create the IPW4F/IPW4S records, if they do no already exist.

W4 fields#

The Federal W4 Form tax parameters are listed below and correspond to the Misc Parameters on the new forms IPW4F/WEPW4F and IPW4S/WEPW4S:

2020_W4

FILINGSTATUS
TWO_JOBS
DEPENDENTS_AMT
OTHER_INCOME
DEDUCTIONS
TOTALALLOWANCES (for 2019 only)

UPCALC / Trial Calc Processing#

Trial Calc#

UPCALC#

UPSTUBs#

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Notes#

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