W4 directions are crap.
I run a mock 1040 in Excel as the year drags on and adjust as necessary. My goal is to owe an amount I'm comfortable paying the next year but never more than 10% of the tax to avoid the extra little penalty. This year I owe about 2.5% of my Fed and about 4% of my state. Put the checks in the mail this morning.![]()






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