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Rave-Unicorn-Votive t1_je7m7cj wrote

>I changed my withholding to still MFJ but not the 2 jobs checkbox but included an additional amount withheld.

By not checking the 2 jobs box you reduced the "baseline" withholding, so even though you added extra it was extra to the new lower number.

If you took what you owed last year, divided by number of paychecks, and put that as the additional, you'll need to re-check the 2 jobs box.

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ipoopsparkles123 OP t1_je7mj6p wrote

So should we both do the 2 jobs and I leave the additional amount? I’m not really clear why the simple MFJ and 2 jobs was wrong last year.

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Rave-Unicorn-Votive t1_je7n3fd wrote

>I’m not really clear why the simple MFJ and 2 jobs was wrong last year.

Do any of the following apply:

  • dissimilar incomes between spouses

  • significant non-wage income

  • significant wage income from bonuses/commissions and ≥24% tax bracket

>So should we both do the 2 jobs and I leave the additional amount?

Depending on how you calculated the additional amount, possibly. Or, you could leave the 2 jobs box as is and increase the additional. It's just different levers adjusting one total.

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ipoopsparkles123 OP t1_je7nrwk wrote

I had a sign on bonus last year but not the 24% bracket. No the the other two descriptions as well.

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Rave-Unicorn-Votive t1_je7ovmd wrote

Hmm, Married + 2 jobs or Single should work in your situation. Are you sure both of you had the right W4 options selected?

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ipoopsparkles123 OP t1_je7p8d7 wrote

Yes we both double checked it. I wonder if one of the hr systems is wrong.

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Rave-Unicorn-Votive t1_je7zzxr wrote

It is possible for transcription errors to occur. Run your paychecks through a paycheck calculator with the W4 settings you think you have and see if the deductions match.

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wanttostayhidden t1_je7ozjq wrote

For some reason, some employers fail to process the 2 jobs check box. One of your employers may have missed that previously.

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