Heather B The Tax Referee

Heather B The Tax Referee Specializing In Income Tax Preparation
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07/27/2026

HEY GUYS 👋 THE TAX REFEREE HERE !

If you have multiple qualifying children under age 17, you add $2,000 for each child in Step 3 of the IRS Form W-4.

Here are some EXAMPLES:
1 child under 17 → Enter $2,000
2 children under 17 → Enter $4,000
3 children under 17 → Enter $6,000
4 children under 17 → Enter $8,000

For EXAMPLE, if you're Head of Household with 3 qualifying children under age 17, your W-4 would typically look like this:

Step 1: Your personal information

Step 2: Complete only if you have more than one job or your spouse also works (otherwise you can usually leave it blank)

Step 3: Enter $6,000

Step 4: Leave blank unless you want additional withholding or have other income/deductions

Step 5: Sign and date

💡A few important notes:
A qualifying child generally must be under age 17 at the end of the tax year, have a valid Social Security number, and meet the IRS relationship, residency, and support tests.

💡Claiming dependents on your W-4 reduces the amount of federal income tax withheld from your paycheck. It does NOT change how many dependents you claim on your tax return—you should ONLY claim children you actually qualify to claim.

If you're trying to figure out the best way to fill out a W-4 for your specific situation, tell me:

- Your filing status (Single, Married Filing Jointly, or Head of Household)
- How many children under 17 you have
- Whether you have one job or multiple jobs (or your spouse works) And approximately how much you earn per pay period.

I can walk you through exactly what to enter on each step. 🫶🏾

-TheTaxReferee 💰

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07/27/2026

HEY GUYS THE TAX REFEREE HERE 👋

If you have ONE “qualifying” CHILD under age 17, here's how you would typically complete the 2025/2026 IRS Form W-4.

STEP 1: Personal Information
⬇️⬇️⬇️⬇️⬇️
Fill in:
Name
Address
Social Security #

STEP 2: Filing Status
⬇️⬇️⬇️⬇️⬇️
Choose the one that matches your tax situation:
- Single or Married filing separately
- Married filing jointly
- Head of Household (only if you qualify)

STEP 3: Claim Dependents
If you have one qualifying child under age 17, enter:
1 × $2,000 = $2,000
Write $2,000 on the line for qualifying children under age 17.

💡If you have no other dependents or tax credits, your total on Step 3 will be $2,000.

STEP 4: Other Adjustments (Optional)
⬇️⬇️⬇️⬇️⬇️⬇️
Leave this blank unless you:
- Have other income not from this job.
- Want extra tax withheld from each paycheck.
- Expect deductions other than the standard deduction.

Step 5: Sign and Date
Sign and date the form.
____________________________
Example ONLY
- If you're Single
- Have one child under 17
- Have one job
- Don't want any extra withholding

Your W-4 would generally look like this:
✅ Step 1: Personal information
✅ Step 2: Single
✅ Step 3: $2,000
⬜ Step 4: Blank
✅ Step 5: Sign and date

💡 Keep in mind that claiming one qualifying child does not mean no federal tax will be withheld. It reduces the amount of tax withheld because you're claiming a tax credit, but depending on your income, your employer may still withhold federal income tax.

-TheTaxReferee 💰

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04/14/2026

Can I submit my tax return after the tax filing deadline?

Yes, you can submit your federal tax return after the April 15th deadline if you are not due a refund and do not owe money, as there is no penalty for late filing in this scenario. However, you should submit as soon as possible to avoid potential issues, such as missing the three-year window to claim refunds or to maintain compliance.

What’s the 3 Year Rule ?

If you are actually due a refund, you are obligated to file within three years of the original deadline to claim said refund.

-The Tax Referee

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