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Outline

The Kansas K-4 form, officially known as the Employee’s Withholding Allowance Certificate, plays a crucial role in determining how much state income tax is withheld from your paycheck. When completed accurately, this form informs your employer of your withholding allowances, which directly influences your take-home pay. It is essential to provide this form to your employer to avoid default withholding at the “Single” allowance rate, which could lead to higher tax deductions than necessary. The form also includes a Personal Allowance Worksheet, designed to help you calculate the number of allowances you are entitled to claim based on your filing status and dependents. Additionally, if you qualify for exemption from Kansas withholding, specific criteria must be met, including having no tax liability in the previous year and the current year. It is advisable to review your withholding status annually, especially if your financial situation changes. For those with significant non-wage income, such as interest or dividends, making estimated tax payments may be necessary to prevent owing additional taxes at the end of the year. Overall, understanding the Kansas K-4 form and its implications can help ensure that you manage your tax obligations effectively.

Sample - Kansas K 4 Form

K-4

KANSAS

500518

 

(Rev. 11-18)

EMPLOYEE’S WITHHOLDING ALLOWANCE CERTIFICATE

Use the following instructions to accurately complete your K-4 form, then detach the lower portion and give it to your employer. For assistance, call the Kansas Department of Revenue at 785-368-8222.

Purpose of the K-4 form: A completed withholding allowance certificate will let your employer know how much Kansas income tax should be withheld from your pay on income you earn from Kansas sources. Because your tax situation may change, you may want to re-figure your withholding each year.

Exemption from Kansas withholding:

To qualify for exempt status you must verify with the Kansas Department of Revenue that: 1) last year you had the right to a refund of all STATE income tax withheld

because you had no tax liability; and 2) this year you will receive a full refund of all STATE income tax withheld because you will have no tax liability.

Basic Instructions: If you are not exempt, complete the Personal Allowance Worksheet that follows. The total on line F should not exceed the total exemptions you claim under “Exemptions and Dependents” on your Kansas income tax return.

NOTE: Your status of “Single” or “Joint” may differ from your status claimed on your federal Form W-4).

Using the information from your Personal Allowance Worksheet, complete the K-4 form below, sign it and provide it to your employer. If your employer does not receive

a K-4 form from you, they must withhold Kansas income tax from your wages without exemption at the “Single” allowance rate.

Head of household: Generally, you may claim head of household filing status on your tax return only if you are unmarried and pay more than 50% of the cost of keeping up a home for yourself and for your dependent(s).

Non-wage income: If you have a large amount of non-wage Kansas source income, such as interest or dividends, consider making Kansas estimated tax payments on Form K-40ES. Without these payments, you may owe additional Kansas tax when you file your state income tax return.

Personal Allowance Worksheet (Keep for your records)

A Allowance Rate: If you are a single filer mark “Single”

A o Single

If you are married and your spouse has income mark “Single”

o Joint

If you are married and your spouse does not work mark “Joint”

 

BEnter “0” or “1” if you are married or single and no one else can claim you as a dependent (entering “0” may help

you avoid having too little tax withheld)

B _________

CEnter “0” or “1” if you are married and only have one job, and your spouse does not work (entering “0” may help

you avoid having too little tax withheld)

C

_________

D Enter “2” if you will file head of household on your tax return (see conditions under Head of household above)

D

_________

EEnter the number of dependents you will claim on your tax return. Do not claim yourself or your spouse or

dependents that your spouse has already claimed on their form K-4

E

_________

F Add lines B through E and enter the total here

F

_________

Cut here and give the lower portion to your employer. Keep the top portion for your records.

Kansas Employee’s Withholding Allowance Certificate

Whether you are entitled to claim a certain number of allowances or exemption from withholding is subject to review by the Kansas Department of Revenue. Your employer may be required to send a copy of this form to the Department of Revenue.

1

Print your First Name and Middle Initial

 

Last Name

 

2

Social Security Number

 

 

 

 

 

 

 

 

 

 

Mailing address

 

 

3 Allowance Rate

 

 

 

 

 

 

 

Mark the allowance rate selected in Line A above.

 

 

 

 

 

o Single

o Joint

 

 

 

 

 

 

 

 

 

 

 

 

 

 

4

Total number of allowances you are claiming (from Line F above)

...............................................................................

 

 

 

4

 

 

 

 

 

 

 

 

5 Enter any additional amount you want withheld from each paycheck (this is optional)

.................................................

 

5

$

6I claim exemption from withholding. (You must meet the conditions explained in the “Exemption from withholding”

instructions above.) If you meet the conditions above, write “Exempt” on this line

6

Note: The Kansas Department of Revenue will receive your federal W-2 forms for all years claimed Exempt.

 

Under penalties of perjury, I declare that I have examined this certificate and to the best of my knowledge and belief it is true, correct, and complete.

SIGN

Date

HERE

7Employer’s Name and Address

8EIN (Employer ID Number)

Form Information

Fact Name Fact Description
Purpose The K-4 form allows employees to inform their employers how much Kansas income tax to withhold from their paychecks.
Exemption Criteria To qualify for exemption from withholding, an employee must have had no tax liability in the previous year and expect the same for the current year.
Filing Status Employees can select "Single" or "Joint" filing status, which may differ from their federal Form W-4 status.
Dependents When completing the form, employees should not claim themselves or their spouse as dependents.
Non-Wage Income If employees have significant non-wage income, such as interest or dividends, they should consider making estimated tax payments using Form K-40ES.
Submission Employees must provide the completed K-4 form to their employer. Without it, employers will withhold tax at the “Single” allowance rate.
Record Keeping Employees should keep the top portion of the K-4 form for their records after submitting the lower portion to their employer.
Governing Law The K-4 form is governed by Kansas state tax laws, specifically those related to income tax withholding.

Detailed Guide for Filling Out Kansas K 4

After completing the Kansas K-4 form, detach the lower portion and provide it to your employer. This form helps determine the amount of Kansas income tax to withhold from your pay. It is important to keep a copy for your records. If you have questions, contact the Kansas Department of Revenue.

  1. Print your first name and middle initial, followed by your last name in the designated space.
  2. Enter your Social Security Number in the appropriate box.
  3. Fill in your mailing address.
  4. Mark the allowance rate you have selected: "Single" or "Joint" as indicated in Line A.
  5. Write the total number of allowances you are claiming, which you calculated from Line F of the Personal Allowance Worksheet.
  6. If you want to withhold an additional amount from each paycheck, enter that amount in the provided space. This step is optional.
  7. If you qualify for exemption from withholding, write “Exempt” in the designated line. Ensure you meet the conditions outlined in the exemption section.
  8. Sign and date the form to confirm that the information is accurate.
  9. Provide your employer’s name and address in the specified area.
  10. Enter your employer's EIN (Employer Identification Number) in the last section.

Obtain Answers on Kansas K 4

  1. What is the purpose of the Kansas K-4 form?

    The Kansas K-4 form is an Employee’s Withholding Allowance Certificate. It informs your employer how much Kansas income tax to withhold from your pay. Completing this form accurately is essential to ensure the correct amount is deducted based on your tax situation.

  2. How do I complete the K-4 form?

    To complete the K-4 form, follow these steps:

    • Fill out the Personal Allowance Worksheet to determine your allowances.
    • Transfer the total from Line F of the worksheet to the K-4 form.
    • Sign the form and submit it to your employer.

    If you do not submit the K-4 form, your employer will withhold taxes at the highest rate.

  3. Who qualifies for exemption from Kansas withholding?

    To qualify for exempt status, you must meet two criteria:

    • Last year, you had the right to a refund of all state income tax withheld because you had no tax liability.
    • This year, you will receive a full refund of all state income tax withheld because you will have no tax liability.

    Verification with the Kansas Department of Revenue is necessary to confirm your exempt status.

  4. What if my tax situation changes?

    It is advisable to re-evaluate your withholding each year or whenever your financial situation changes. Changes in income, marital status, or dependents can all impact your tax liability and withholding allowances.

  5. What should I do if I have non-wage income?

    If you earn significant non-wage income from Kansas sources, such as interest or dividends, consider making estimated tax payments using Form K-40ES. This will help you avoid owing additional taxes when filing your state income tax return.

  6. What happens if I do not submit the K-4 form?

    If you do not provide a completed K-4 form to your employer, they are required to withhold Kansas income tax at the “Single” allowance rate. This may lead to higher tax withholding than necessary.

  7. How can I contact the Kansas Department of Revenue for assistance?

    If you need help with the K-4 form or have questions about your withholding, you can contact the Kansas Department of Revenue at 785-368-8222. They can provide guidance and support regarding your tax situation.

Common mistakes

Filling out the Kansas K-4 form can seem straightforward, but many people make common mistakes that can lead to incorrect tax withholding. One frequent error is failing to accurately assess personal allowances. Individuals often overlook the instructions for the Personal Allowance Worksheet, which can lead to claiming too many or too few allowances. This miscalculation directly affects the amount of tax withheld from paychecks, potentially resulting in owing money at tax time or receiving a smaller refund than expected.

Another common mistake involves misunderstanding the filing status. Some filers do not realize that their status on the K-4 form may differ from their federal Form W-4. For instance, a person may be married but incorrectly mark their status as “Single.” This confusion can lead to higher withholding rates, which is especially problematic for those who prefer to receive more take-home pay throughout the year.

People often forget to include all dependents when completing the form. When entering the number of dependents on Line E, individuals sometimes neglect to account for dependents that their spouse has already claimed. This oversight can result in a higher tax liability, as it can lead to under-withholding of taxes throughout the year.

Additionally, some individuals incorrectly assume they qualify for exempt status without verifying their eligibility. To claim exemption from withholding, one must meet specific criteria outlined by the Kansas Department of Revenue. Failing to confirm eligibility can lead to unexpected tax bills, as employers will withhold taxes at the higher “Single” allowance rate if no K-4 form is provided.

Finally, many people overlook the option to have additional amounts withheld from their paychecks. On Line 5, individuals can specify an extra amount to be withheld, which can be beneficial for those who anticipate owing taxes. Ignoring this option can lead to a tax bill at the end of the year, which could have been avoided with a little foresight.

Documents used along the form

The Kansas K-4 form is essential for employees in Kansas to communicate their withholding allowances to their employers. However, it is often accompanied by other important documents that help ensure accurate tax withholding and reporting. Below is a list of these related forms and documents.

  • Form W-4: This is the federal Employee’s Withholding Certificate. Employees use it to inform their employers about the amount of federal income tax to withhold from their paychecks. It is crucial for aligning federal and state withholding allowances.
  • Form K-40: This is the Kansas Individual Income Tax Return. Employees file this form annually to report their income and calculate their state tax liability. It serves as the basis for determining any refund or amount owed to the state.
  • Form K-40ES: This is the Kansas Estimated Tax Payment form. Individuals with non-wage income, such as dividends or interest, use it to make estimated tax payments throughout the year. This helps avoid underpayment penalties when filing the K-40.
  • Personal Allowance Worksheet: This worksheet is included with the K-4 form. It assists employees in calculating the number of allowances they can claim. Keeping this worksheet for personal records can help in future tax planning.

Understanding these documents can simplify the tax withholding process for employees in Kansas. Properly completing and submitting the K-4 form along with these related documents ensures compliance with state tax regulations and helps manage tax liabilities effectively.

Similar forms

The Kansas K-4 form is similar to several other documents that serve the purpose of determining tax withholding and allowances. Here’s a list of nine documents that share similarities with the K-4 form:

  • Federal Form W-4: This form is used by employees to inform their employers about the amount of federal income tax to withhold from their paychecks. Like the K-4, it requires information about filing status and allowances.
  • California DE 4: Similar to the K-4, this form is utilized in California for employees to claim withholding allowances and exemptions, affecting state tax withholdings.
  • New York IT-2104: This form allows New York employees to specify their withholding allowances for state income tax, akin to the K-4's purpose for Kansas tax withholdings.
  • Texas Employee's Withholding Certificate: While Texas does not have a state income tax, this document is used to indicate any additional withholding preferences, reflecting the K-4’s role in withholding adjustments.
  • Illinois IL-W-4: This form helps employees in Illinois determine how much state tax should be withheld from their pay, similar to the K-4's function in Kansas.
  • Florida Employee's Withholding Allowance Certificate: In Florida, this form allows employees to declare their withholding allowances, paralleling the K-4's purpose of adjusting state tax withholdings.
  • Pennsylvania REV-419: This document is used to claim exemptions and allowances for Pennsylvania state income tax withholding, mirroring the K-4's intent.
  • Massachusetts Form M-4: This form is used by Massachusetts employees to indicate their state tax withholding allowances, similar to the K-4 in Kansas.
  • Ohio IT 4: Ohio's version of the withholding certificate allows employees to claim allowances for state income tax, paralleling the K-4's function for Kansas residents.

Each of these forms serves to communicate an employee's tax situation to their employer, ensuring that the correct amount of tax is withheld from their earnings.

Dos and Don'ts

When filling out the Kansas K-4 form, there are some important dos and don'ts to keep in mind. Here’s a helpful list to guide you:

  • Do read the instructions carefully before starting.
  • Do provide accurate information about your allowances and exemptions.
  • Do use the Personal Allowance Worksheet to determine your allowances.
  • Do sign and date the form before submitting it to your employer.
  • Don't claim more exemptions than you are entitled to.
  • Don't forget to provide the form to your employer; otherwise, they will withhold taxes at the highest rate.
  • Don't leave any required fields blank; this could delay processing.
  • Don't ignore the need to update your K-4 form if your tax situation changes.

By following these guidelines, you can help ensure that your K-4 form is completed correctly and efficiently.

Misconceptions

Understanding the Kansas K-4 form can be challenging, and there are several misconceptions that can lead to confusion. Here are eight common misconceptions, along with clarifications to help you navigate this important document.

  • Misconception 1: The K-4 form is only for new employees.
  • This is not true. While new employees do need to complete the K-4 form, existing employees should also review and update their form annually or whenever their tax situation changes.

  • Misconception 2: You can claim unlimited allowances on the K-4 form.
  • The total number of allowances you claim cannot exceed the exemptions you report on your Kansas income tax return. Claiming too many allowances may lead to under-withholding and unexpected tax bills.

  • Misconception 3: If you don’t submit a K-4 form, you won’t have any taxes withheld.
  • In reality, if your employer does not receive a K-4 form from you, they are required to withhold taxes at the “Single” allowance rate, which may be higher than your actual tax liability.

  • Misconception 4: You must be a full-time employee to complete the K-4 form.
  • This is incorrect. Any individual earning income from Kansas sources, regardless of their employment status, should complete the K-4 form to ensure proper tax withholding.

  • Misconception 5: The K-4 form and federal W-4 form are the same.
  • While both forms serve similar purposes, they are different. The K-4 form is specific to Kansas state tax withholding, while the W-4 is for federal income tax withholding. Your filing status may differ between the two.

  • Misconception 6: You can only claim exemption from withholding if you have no income.
  • To qualify for exemption, you must meet specific criteria outlined by the Kansas Department of Revenue, including having had no tax liability in the previous year and expecting none in the current year.

  • Misconception 7: Once you submit a K-4 form, it cannot be changed.
  • This is false. You can update your K-4 form whenever your financial situation changes. It’s advisable to review your allowances annually or when significant life changes occur.

  • Misconception 8: The K-4 form is optional.
  • Submitting the K-4 form is not optional if you want to claim allowances or exemptions. It is crucial for ensuring that the correct amount of state tax is withheld from your paychecks.

Key takeaways

Here are some key takeaways for filling out and using the Kansas K-4 form:

  • The K-4 form is essential for determining how much Kansas income tax should be withheld from your paycheck.
  • Always detach the lower portion of the form and submit it to your employer.
  • If you believe you qualify for exemption from withholding, verify your status with the Kansas Department of Revenue.
  • Complete the Personal Allowance Worksheet to calculate your allowances accurately.
  • Your total allowances on line F should not exceed the exemptions you claim on your Kansas tax return.
  • Failure to submit a K-4 form means your employer will withhold taxes at the “Single” allowance rate.
  • Consider making estimated tax payments if you have significant non-wage income from Kansas sources.
  • Keep a copy of the completed K-4 form for your records, as it may be reviewed by the Kansas Department of Revenue.