Avoid IRS Penalties Or Giving the IRS an Interest Free Loan

About 90% of Americans pay their income taxes viataxes or get a refund. If you will make under $150,000
payroll withholding. If you are wondering whether youin 2010, you must make sure that you pay at least the
do or don't, chances are very good that that's howtotal amount of income tax you owed for 2009 or
you pay your income taxes as well. Essentially how90% of the total income tax you end up owing for
this works is that every time you get a paycheck, a2010 (whichever is lower) during the 2010 year. If you
certain amount of money is withheld from your checkdon't end up doing that, you will end up having to pay
by your employer. The employer holds onto thathefty fines to the IRS in the form of interest and
money until it's time to give the money to Thepenalties.
Treasury Department. Depending on the amount ofSo, if you owe a lot of money to the IRS in April, you
payroll taxes the employer owes, the time they get toneed to make sure that you adjust your W-4 and
hold on to the money before sending it to thedecrease the amount of allowances, otherwise it's
government can be anywhere from one week tolikely that you will owe fines for 2010.
three months.If, however, you will be getting a big refund check at
The amount your employer withholds is actuallythe end of this year, and you expect the situation to be
determined by you. When you first started working,the same next year (i.e. the refund is not due to a
one of the several forms you filled out was a W-4 taxone-time tax credit or other major deduction) then you
form. Many people fill this out once, and leave it theshould increase the number of allowances on your
way it is, but you are actually allowed to change thisW-4. If this is the case, you are certainly allowed to
form at any time. The way it works is that you tellkeep it the same. The IRS has no problem taking more
your employer how many "allowances" you have.money than they deserve and giving it back to you in
Essentially, the more allowances you claim on formApril. Essentially, you just gave them an interest free
W-4, the less money your employer will take out ofloan, and they will be happy to hold onto your money
your paycheck to pay your Federal Income Taxesfor you. It is more financially sound, however, to
with. On the first page of the W-4 form is aincrease your allowances so that you don't have to
worksheet prepared by the IRS that allows you towait until April to get your money. Some people, even
determine how many allowances you have. Theknowing this, choose to forgo the possible interest and
worksheet is pretty self explanatory, and it is unlikelyuse the IRS as a forced savings vehicle. While we
that your employer will help you fill out the form (notdon't agree with that technique, we certainly
because they don't like you, but most are not taxunderstand the logic behind it, and you need to
experts and they don't want the liability if you make andetermine the best method for you.
error).If you have any questions regarding withholding, please
If you plan on being in the same financial situation nextdon't hesitate to contact us. If your income is under
year, you should look at your current W-4 and look at$60,000 per year, we will assist you for free with
your tax return to determine whether you will owesetting up your allowances.