How employees should fill out Steps 2, 3 and 4 on the 2020 W-4 form

Can employees fill out Step 2, 3 and 4 on the 2020 W-4?

• Munis
• Employee Deductions

For questions on how employees should fill out the 2020 W-4 form, it is recommended to contact the IRS or a Tax Professional for advice. 

As far as Munis is concerned, if an employee checks the Step 2 checkbox and also puts values in Steps 3 and 4, when this information is input into the Employee's Deduction record the system will still calculate accordingly. 

Please see article 2020 W-4 fields and where to populate on Employee Deduction record for more information on where the W-4 amounts need to be defined on the Employee Deduction record.

1. Go to Employee Deductions (Payroll>Employee Maintenance>Employee Deductions).
2. Search for the employee and Federal Deduction code (3000). Click Accept. Click Update. Define applicable values in the W-4 section. Click Accept.