EY refers to the global organization, and may refer to one or more, of the member firms of Ernst & Young Global Limited, each of which is a separate legal entity. Ernst & Young Global Limited, a UK company limited by guarantee, does not provide services to clients.
Recent Searches
Select your location
Local sites
Federal and State Form W-4 compliance in 2023
This publication offers an explanation of the employer requirements that apply to the federal and state Form W-4 for 2023.
In this special report, we explain the changes in the 2023 Form W-4 and the related federal income tax withholding calculations, and recap how the state rules governing withholding certificates have responded to the transformation in the federal withholding landscape.
Included in this report are:
- How the TCJA forced changes to the Form W-4
- 2023 Form W-4 frequently asked questions
- New income tax withholding methods
- Compliance with lock-in letters
- Special instructions for US nonresident aliens
- IRS Form W-4 proposed regulations
- State Form W-4 compliance in 2023
- Form W-4 top 10 tips
- State Form W-4 survey for 2023
- State Form W-4 heat map for 2023
Download PDF
