B2E Solutions Blog

(Chart) State vs. Federal W-4: Do You Need Both?

Written by B2E Solutions | Mar 28, 2024 5:47:42 PM

The Tax Cuts and Jobs Act (TCJA) triggered the IRS to revise the federal Form W-4. Among a number of changes, the most significant was the removal of federal withholding allowances.

This change posed a challenge to states that relied on the federal Form W-4 for their own state withholding. As a result, many states revamped their state withholding forms and now require taxpayers to submit both a state and a federal withholding form to ensure their state income withholding is accurate. But, it depends on the state. In some cases, just the federal form will do the trick. 

Chart of state-by-state W-4 requirements

Below is a chart summarizing W-4 requirements by state. Just remember, state requirements change often so you should always double check this information against your state's Department of Revenue website. To download a print-friendly PDF version, click on the image below.