Form M4 PDF Details

Navigating tax documentation is an essential part of employment for both employers and employees in Massachusetts. The M-4 form, or the Massachusetts Employee’s Withholding Exemption Certificate, plays a critical role in determining the amount of state income tax withheld from an employee's wages. By accurately filling out this form, an employee ensures that their employer withholds the correct amount of taxes, taking into account personal circumstances, dependents, and other factors that may influence tax liability. It allows for exemptions to be claimed, each linked to specific conditions such as age, marital status, and whether one has dependents. Additional considerations, like being a full-time student with anticipated earnings under a certain threshold, can further impact the withholding. Incorrectly claiming exemptions may lead to penalties, showcasing the form's importance in maintaining tax compliance. Employers are tasked with keeping these certificates on file and must be vigilant in reporting any suspicious claims to the Massachusetts Department of Revenue. This document is structured to guide employees in claiming exemptions rightfully entitled to them, adjusting withholding agreements, and ultimately striving for an accurate representation of tax obligations. The flexibility to update the form in response to changing personal circumstances is a crucial aspect, ensuring individuals can reflect their current status accurately and avoid potential issues down the line.

QuestionAnswer
Form NameForm M4
Form Length1 pages
Fillable?No
Fillable fields0
Avg. time to fill out15 sec
Other namesm4 form 2021, ma m 4 tax form form, ma w 4 form, ma w4 form 2021

Form Preview Example

FORM

MASSACHUSETTS EMPLOYEE’S WITHHOLDING EXEMPTION CERTIFICATE

Rev. 11/19

M-4

 

 

Print full name

....................................................... Social Security no

E

T

I

T

P

L

A

C

I

D

A

T

E

I

V

M

Print home address

City

State

Zip

Employee:

File this form with your em- ployer. Otherwise, Massachu- setts Income Taxes will be withheld from your wages without exemptions.

Employer:

Keep this certificate with your records. If the employee is believed to have claimed excessive exemptions, the Massachusetts Department of Revenue should be so advised.

HOW TO CLAIM YOUR WITHHOLDING EXEMPTIONS

1. Your personal exemption. Write the figure “1.” If you are age 65 or over or will be before next year, write “2” ........

2. If married and if exemption for spouse is allowed, write the figure “4.” If your spouse is age 65 or over or will

be before next year and if otherwise qualified, write “5.” See Instruction C......................................... ........

3. Write the number of your qualified dependents. See Instruction D................................................. ........

4. Add the number of exemptions which you have claimed above and write the total......................................

5.Additional withholding per pay period under agreement with employer $_____________________

A. Check if you will file as head of household on your tax return.

B.

Check if you are blind.

C.

Check if spouse is blind and not subject to withholding.

D.

Check if you are a full-time student engaged in seasonal, part-time or temporary employment whose estimated annual income

 

will not exceed $8,000.

 

 

EMPLOYER: DO NOT withhold if Box D is checked.

I certify that the number of withholding exemptions claimed on this certificate does not exceed the number to which I am entitled.

Date. . . . . . . . . . . . . . . . . . . . . . . . . . . Signed ...............................................................................

THIS FORM MAY BE REPRODUCED

THE COMMONWEALTH OF MASSACHUSETTS, DEPARTMENT OF REVENUE

A. Number. The more exemptions you claim on this certificate, the less tax withheld from your employer. If you claim more exemptions than you are entitled to, civil and criminal penalties may be imposed. However, you may claim a smaller number of exemptions without penalty. If you do not file a certificate, your employer must withhold on the basis of no exemptions.

If you expect to owe more income tax than will be withheld, you may either claim a smaller number of exemptions or enter into an agreement with your employer to have additional amounts withheld.

You should claim the total number of exemptions to which you are entitled to prevent excessive overwithholding, unless you have a significant amount of other income. Underwithholding may result in owing additional taxes to the Commonwealth at the end of the year.

If you work for more than one employer at the same time, you must not claim any exemptions with employers other than your principal employer.

If you are married and if your spouse is subject to withholding, each may claim a personal exemption.

B. Changes. You may file a new certificate at any time if the number of exemptions increases. You must file a new certificate within 10 days if the number of exemptions previously claimed by you decreases. For example, if during the year your dependent son’s income indicates that you will not

provide over half of his support for the year, you must file a new certificate.

C. Spouse. If your spouse is not working or if she or he is working but not claiming the personal exemption or the age 65 or over exemption, general- ly you may claim those exemptions in line 2. However, if you are planning to file separate annual tax returns, you should not claim withholdingg exemp- tions for your spouse or for any dependents that will not be claimed on your annual tax return.

If claiming a spouse, write “4” in line 2. Entering “4” makes a withholding sys- tem adjustment for the $4,400 exemption for a spouse.

D. Dependent(s). You may claim an exemption in line 3 for each individual who qualifies as a dependent under the Federal IncomeTax Law. In addition, if one or more of your dependents will be under age 12 at year end, add “1” to your dependents total for line 3.

You are not allowed to claim “federal withholding deductions and adjust- ments” under the Massachusetts withholding system.

If you have income not subject to withholding, you are urged to have addi- tional amounts withheld to cover your tax liability on such income. See line 5.

How to Edit Form M4 Online for Free

With the online PDF tool by FormsPal, you can easily fill in or edit m4 form 2021 right here and now. The tool is constantly updated by our staff, acquiring handy features and becoming better. All it takes is a few easy steps:

Step 1: Hit the "Get Form" button in the top area of this webpage to open our tool.

Step 2: As you access the editor, you'll see the document all set to be filled out. Apart from filling out different fields, you could also do other things with the PDF, specifically putting on your own textual content, modifying the initial textual content, adding images, putting your signature on the document, and a lot more.

This PDF form will require particular data to be filled out, so you must take some time to type in exactly what is asked:

1. To begin with, once completing the m4 form 2021, start with the form section that features the next fields:

A way to fill in massachusetts m 4 step 1

Step 3: Check that the details are accurate and press "Done" to complete the project. Right after getting afree trial account at FormsPal, it will be possible to download m4 form 2021 or send it via email promptly. The PDF document will also be accessible through your personal account page with your every single change. FormsPal ensures your information privacy via a secure method that in no way saves or distributes any kind of private information used in the file. You can relax knowing your paperwork are kept protected every time you use our editor!

Form M4 isn’t the one you’re looking for?

Related Documents