Form Questions
What is an IRS Form W-4 Personal Withholding Allowance Form and how do I fill it out?
What is a State of California Form DE-4 and do I have to file one?
What is an IRS Form W-5 Advanced Earned Income Tax Credit (EITC) Form and how do I fill it out?
What is the Foreign National Information Form?
What is the IRS Form 8233 Non-Resident Alien Withholding Exemption Form and how do I fill it out?
What is an IRS Form W-4 Personal Withholding Allowance Form and how do I fill it out?
IRS Form W-4 is used to establish your withholding allowances for federal income taxes. If you do not submit a California DE-4 form, (PDF Format, 74KB)* the withholding allowance on your W-4 will be used to determine your state income tax as well. Instructions for completion are included on the IRS Form W-4 form. (PDF Format, 220KB)*
What is a State of California Form DE-4 and do I have to file one?
State of California Form DE-4 form (PDF Format, 74KB)* is the tax withholding allowance certificate for California state taxes. Filing this form is optional; however, if you don't file a DE-4 form, (PDF Format, 74KB)* the same allowance you claimed on Form W-4 form (PDF Format, 220KB)* will be applied to the state of California taxes. Instructions for completion are included on the DE-4 form. (PDF Format, 74KB)*
What is an IRS Form W-5 Earned Income Credit Advance Payment Certificate and how do I fill it out?
The earned income tax credit is a special credit that reduces the amount of tax you owe (if any) and is intended to offset some of the increases in living expenses and social security taxes. For further information refer to the IRS Earned Income Tax Credit web page.
What is the Foreign National Information Form?
The Foreign National Information Form must be completed by all foreign nationals employed by SDSURF. Information required such as visa immigration status, date(s) of entry, etc., ensure that SDSURF is able to report and tax your wages correctly.
What is IRS Form 8233 Exemption from Withholding on Compensation for Independent Personal Services of a Nonresident Alien Individual?
IRS Form 8233 (PDF Format, 281 KB)* allows exemption from federal withholding on earnings as allowed by certain tax treaties. If authorized, you need to submit Form 8233 (PDF Format, 281 KB)* when you are hired or rehired, whenever you change job or visa type, and each December for the upcoming calendar year if the tax treaty is to be applied. If an 8233 is not filed, the tax treaty will not be applied, and no tax refund will be granted if taxes are withheld.
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