W-4 2020 form specification

Owned by Halvard Meijer
Last updated: Feb 25, 2022
2 min read



From 2020, US tax withholding has major changes. There are more fields in the new Form W-4 affect the result.
We implemented possibility to store the new form W-4 data on person level.



The fields look like this:

The main procedure for calculation is specified in the attached document P15T.PDF on page 6.

It should handle the Form W-4 for 2020 or later and also the case Form W-4 2019 and earlier. So we have introduced an option of it on Payroll -> Constants page to indicate if the person has submitted the new From W-4 2020.We added 3 new Payroll Marital Codes:
MFJ: Married filing jointly,
MFS: Married filing separately
HOH: Head of household

From APM v. 2019.50.2.1 we maintain new format of Form W-4 which will used by US taxpayers starting from 2020, we now provide an interface for proper data input per crewmember, belonging to US national payroll code.



  1. Set checkbox for Has Form W-4 for data review/input.

  2. Popup window will be raised, showing existing W-4 details for correction or allowing to add new details. Note that it is only possible to create one record per year.

  3. Click New to call popup window, allowing you to provide details for a year to be reported.

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