Estimate and adjust your withholdings with our W-4 calculator
Too big a refund means you overpaid all year; a surprise bill means you underpaid. Find the balance.
What you'll need before you start
Recent pay stubs
Gross pay and federal tax withheld per paycheck.
Pay schedule
Weekly, biweekly, semimonthly or monthly.
Other income
Side income, interest or a spouse's wages.
Dependents
Children under 17 for the Child Tax Credit.
We'll help you optimize your W-4
Why update your W-4?
More precise withholding
Keep more of each paycheck without a surprise bill.
Accommodate life changes
Marriage, a new child or a second job all change the math.
Include all income
Account for side income and investments.
Avoid underpayment penalties
Withhold enough to stay penalty-free.
Choose how you want to file
Online with a pro, with an Expert Review, or let your tax pro do it all.
File online with confidence
Upload your documents; a tax pro prepares your return. Simple returns start free.
- Start free, upgrade only if needed
- Any device, anytime
File online with help by your side
Add an Expert Review and a senior pro signs and files for you.
- Catch errors, find savings
- Secure messaging & virtual call
File stress-free with a tax pro
In person, from home or drop-off — your pro handles everything.
- Dedicated one-on-one guidance
- File in as little as one hour
Who qualifies for Free Online?
Simple tax situations only.
Included tax situations
- W-2 income
- Unemployment income
- Social Security income
- Earned Income Tax Credit (EITC)
- Child Tax Credit (CTC)
- Student loan interest
- Retirement plan distributions
- Standard deduction
✕ Excluded tax situations
- ✕Itemized deductions (Schedule A)
- ✕Health Savings Account (HSA)
- ✕Rental & investment income
- ✕1099 income with expenses (self-employed)
- ✕Business returns
These situations are covered by Deluxe, Premium or Self-Employed.