EFTA01222070.pdf

Estimated Taxes and Form W-4 Worksheet Name: SSN: Choose the Method You Will Use to Pay Your 2018 Federal Income Taxes in By withholding from my paychecks. (You will also need to complete the Additional Information for Form W-4 Worksheet. QuickZoom below.) By making estimated tax payments. If estimated payments are in addition to withholding, my estimated 2018 withholding will be Overpayment from my 2017 return Amount of my 2017 overpayment to apply to 2018 instead of refunding it Enter Your Filing Status and Other Information for Your 2018 Tax Return Choose your filing status Taxpayer age as of the end of 2018 Spouse age as of the end of 2018 _ Do you qualify for an additional standard deduction? Taxpayer: Spouse: Total Check if you must itemize in 2018. (See Tax Help.) Enter the Number of Dependent Exemptions You Will Claim on Your 2018 Tax Return Check if you will be the dependent of another person (but not If married filing jointly). Enter the number of dependents you will claim, do not include yourself or your spouse . . . Total exemptions Enter Your 2018 Income and Deductions in 2nd column 2017 Actual 2018 Expected Compensation: Annual wages and salary for taxpayer Medicare wages for taxpayer (W-2 box 5) Annual wages and salary for spouse Medicare wages for spouse (W-2 box 5) Annual net income from self-employment for taxpayer Annual net income from self-employment for spouse Other Tax Information: Note: Include this income in the Other Income section below. Net Investment Income for 3.8% tax Qualified dividends Maximum Capital Gains Rate Tax Information: Net short-term capital gains or losses Net long-term capital gains or losses Net 28%-rate capital gains included in long-term Unrecap'd Sec 1250 gains incl in long-term (see Tax Help) . . . Investment income election (see Tax Help) Other Income: Total of your other taxable income and losses (see Tax Help) . . Foreign income or housing exclusions Adjustments: Deductible IRA contributions, alimony, etc Itemized Deductions: Total medical expenses State and local property and income taxes (or sales tax) Deductible foreign income taxes Deductible mortgage interest Cash charitable contributions Other charitable contributions Deductible investment interest expense, casualty or theft losses (see Tax Help) Miscellaneous itemized deductions subject to 2% of AGI Other misc itemized deductions not subject to 2% of AGI Net qualified disaster loss (see Tax Help) Other Deduction: Qualified business income deduction (see Tax Help) EFTA01222070  Page 2 Income Tax Calculation for Your 2018 Tax Return 2017 Actual 2018 Expected Taxable income Income tax Alternative minimum tax (Enter Alt Min tax expected in 2018) Premium tax credit repayment (Enter amt expected for 2018) Total credits (Enter credits expected in 2018) Tax on self-employment income and add.' 0.9% Medicare tax Net investment income tax (3.8%) Other taxes (Enter other taxes expected in 2018) Total federal income tax Enter the Tax Payments You've Already Made for Your 2018 Tax Return The federal income tax actually withheld from your paychecks to date Taxpayer Spouse Federal estimated tax payments you've already made Payment number 1 (April 17. 2018) Payment number 2 (June 15. 2018) Payment number 3 (September 17, 2018) 2017 federal overpayment credited to 2018 (from page 1 above) Total taxes paid to date Balance of payments needed or (expected refund) Summary of Taxes to be Paid for 2018 Federal income taxes to be withheld from your paychecks Your 2017 federal overpayment you applied to 2018 Your 2018 federal estimated taxes, based on Estimate of total payments you will need to make for 2018 EFTA01222071