Withholding Assessment

1. How do you like your tax returns?

I’d like a little more backKeep me close to evenI’m okay owing a little

2. About you

First name

Last name

Email

3. Your tax situation

How do you expect to file your taxes?

What state do you live in?

Can someone else claim you as a dependent?

4. Where you work

Do you work in a state you don’t live in?

5. A quick tax question

Do you have dependents?

6. Jobs and work

How many W-2 jobs do you personally expect to have this year?

7. State withholding details

These help LT Tax Co. estimate the selections that belong on your state withholding certificate.

Are you age 65 or older?

Are you legally blind for tax purposes?

8. Spouse state details

If married, is your spouse age 65 or older?

If married, is your spouse legally blind for tax purposes?

9. Your paystub so far

Use year-to-date amounts from your most recent paystub. Enter only your own W-2 information here.

Your W-2 wages so far this year

How much federal income tax has been withheld from your pay so far this year?
On your paystub, this may appear as Federal Income Tax, Federal Withholding, Federal Tax, FIT, or FITW — or something similar under taxes.

How much state income tax has been withheld from your pay so far this year?

10. Your spouse's paystub so far

Use year-to-date amounts from your spouse's most recent W-2 paystub. Keep these amounts separate from yours.

Your spouse's W-2 wages so far this year

How much federal income tax has been withheld from your spouse's pay so far this year?
This may appear as Federal Income Tax, Federal Withholding, Federal Tax, FIT, or FITW — or something similar under taxes.

How much state income tax has been withheld from your spouse's pay so far this year?

11. Your pay schedule

How often are you paid?

How many paychecks have you received so far this year?

How many paychecks do you have left this year?

12. Your spouse's pay schedule

How often is your spouse paid?

How many paychecks has your spouse received so far this year?

How many paychecks does your spouse have left this year?

18. Anything else we should know?

Is there anything else about your tax situation or the result you're hoping for that LT Tax Co. should know?

Please do not enter Social Security numbers, account numbers, or upload tax documents here.

Send to LT Tax Co. for Review

LT Tax Co. will review your information and prepare an example federal W-4 and applicable state withholding form for you at no cost. We’ll email your example back to you after review.

I confirm that the information I entered is complete and truthful to the best of my knowledge. I understand that withholding results can change if my income, household, deductions, credits, tax law, or other circumstances change, and LT Tax Co. cannot guarantee a specific refund or amount due.