Form W-4 Compliance for 2020

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Live Webinar | CEU Approved

  • 90 minutes

The Employee Withholding Certificate, commonly known as the Form W-4, is an IRS form used by an employer to withhold the correct federal income tax from an employee’s pay. 

The IRS issued a new Form W-4 for 2020. The new form must be used for all employees who receive their first paycheck after December 31, 2019, and any existing employees who change their withholding amount after December 31, 2019. The new form is significantly different than W-4 Forms for prior years.

 In this practical webinar, you will learn about the changes to withholding computations for the 2020 W-4. You will learn how to use the Publication 15-T tables and the new IRS Income Tax Withholding Assistant for Employers to compute withholding using either the 2020 Form W-4 information or the information from prior year W-4 Forms that are still in effect. 

Session Highlights: 

  • Understand the employer’s legal obligation to withhold tax. 

  • Know which employees are required to use the 2020 W-4. 

  • Know how to calculate withholding for 2020 using both 2020 and prior year W-4 Form information. 

  • Know how to use the IRS Income Tax Withholding Assistant for Employers 

  • Know what must or must not be included on each line of Form W-4 and how to identify invalid Forms. 

  • Know how to deal with special problems and situations related to Form W-4 such as non-resident alien forms, lock-in letters, and invalid and questionable employee submissions. 

  • Be aware of the penalties for non-compliance. 

  • Know the record retention requirements. 

A handout package containing several key documents will be provided

 5 to 10 minutes will be allotted for answering questions at the end. The presenter is willing to accept e-mail questions after the webinar is over for questions that are not answered during the webinar. 

Why You Should Attend:

The new Form W-4 does not use withholding allowances, so the method for computing withholding has changed. Since existing employees who do not want to change their withholding amount may leave prior Forms W-4 – Withholding Allowance Certificate in effect indefinitely, payroll professionals will have to know how to use both withholding calculation methods. 

Areas Covered 

  • The legal requirement that the employer withholds income tax from employee compensation. 

  • Information provided on the 2020-W-4 and how it is used. 

  • 2020-W-4 line by line. 

  • How to compute withholding for the 2020-W-4 and year W-4 Forms still in effect. 

  • How to use the Income Tax Withholding Assistant for Employers to facilitate manual computations 

  • The new withholding tables – How and when to use them. Example computations. 

  • The special instructions for non-resident aliens. 

  • State withholding certificates. 

  • When employees are required to revise W-4 Forms. 

  • Requirements for electronic W-4 Forms. 

  • Penalties for failing to withhold or deposit tax and reporting errors. 

  • Record retention requirements – how long must an employer keep the form 

Who Should Attend:

  •  Payroll Professionals 

  • Public Accountants 

  • Payroll Service Providers 

  • Tax Compliance Officers 

  • Enrolled Agents 

  • Public Accountants 

  • Employee Benefits Administrators

  • Officers and Managers with Payroll or Tax Compliance 

  • Oversight 

  • Company / Business Owners 

  • Managers/ Supervisors 

  • Public Agency Managers 

  • Audit and Compliance Personnel 

You may ask your Question directly to our expert during the Q&A session. 

** You can buy On-Demand and view it at your convenience.

Patrick Haggerty

Patrick Haggerty

Patrick Haggerty is a tax practitioner, author, and educator. His work experience includes non-profit organization management, banking, manufacturing accounting, and tax practice. He began teaching accounting at the college level in 1988. He is licensed as an Enrolled Agent by the U. S. Treasury to represent taxpayers at all administrative levels of the IRS and is a Certified Management Accountant. He has written numerous articles and a monthly question and answer column for payroll publications. In addition, he regularly develops and presents webinars and presentations on a variety of topics including Payroll tax issues, FLSA compliance, information returns, and accounting.

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This webinar has been approved for 1.5 HR (General) re-certification credit hours toward California, GPHR, HRBP, HRMP, PHR, and SPHR recertification through the HR Certification Institute. The use of this seal is not an endorsement by the HR Certification Institute of the quality of the activity. It means that this activity has met the HR Certification Institute’s criteria to be pre-approved for re-certification credit.

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