Homepage Fill Out Your Maryland W4 Template

Dos and Don'ts

When filling out the Maryland W4 form, it's essential to follow specific guidelines to ensure accuracy and compliance. Here’s a list of things you should and shouldn’t do:

  • Do complete the form in black ink for clarity.
  • Do provide accurate personal information, including your Social Security number.
  • Do check the correct payroll system box to avoid processing delays.
  • Do claim the correct number of exemptions based on your personal situation.
  • Do review the instructions carefully if you are claiming exemption from withholding.
  • Don't leave any required fields blank; incomplete forms can lead to issues.
  • Don't claim exemptions if you are unsure of your eligibility.
  • Don't forget to sign and date the form; an unsigned form is invalid.
  • Don't provide false information; this can result in penalties.
  • Don't submit the form without double-checking for errors.

Misconceptions

  • Misconception 1: The Maryland W4 form is the same as the federal W4 form.
  • This is incorrect. The Maryland W4 form, known as the MW507, is specifically for state tax withholding, while the federal W4 form is for federal tax withholding. Each form serves different purposes and has different requirements.

  • Misconception 2: Only Maryland residents need to complete the MW507 form.
  • Nonresidents who work in Maryland are also required to complete the MW507 form. This form helps determine the appropriate amount of state tax withholding, regardless of the employee's state of residence.

  • Misconception 3: Claiming exemption from withholding means no taxes are owed.
  • Claiming exemption on the MW507 form indicates that an individual does not expect to owe Maryland tax for the year. However, if an individual’s circumstances change, they may still owe taxes, and it is their responsibility to report income accurately.

  • Misconception 4: You can claim an unlimited number of exemptions.
  • Misconception 5: The MW507 form must be submitted every year.
  • Misconception 6: Completing the MW507 form is optional.
  • Misconception 7: The MW507 form can be filled out in any color ink.
  • The instructions specify that the MW507 form should be completed in black ink. This helps ensure clarity and legibility for processing.

Key takeaways

Here are key takeaways for completing and using the Maryland W4 form (Form MW507):

  • The form is specifically for Maryland state government employees.
  • Fill out the form using black ink to ensure clarity and legibility.
  • Provide accurate personal information, including your Social Security number and home address.
  • Claim the correct number of exemptions based on your situation, but do not exceed the limits set in the Personal Exemption Worksheet.
  • If applicable, indicate any additional withholding amounts you have agreed upon with your employer.
  • Check the appropriate boxes if you are claiming exemption from withholding, and provide the necessary details to support your claim.
  • Sign and date the form to certify that the information provided is accurate and complete.

For further details, refer to the official Maryland tax website.

Guidelines on Utilizing Maryland W4

Completing the Maryland W4 form is an important step in ensuring that the correct amount of state income tax is withheld from your pay. After filling out this form, it should be submitted to your employer for processing. The following steps outline how to accurately complete the form.

  1. Begin by filling out Section 1, which requires your personal information. Use black ink for clarity.
  2. Indicate your Payroll System by checking the appropriate box for RG, CT, or UM.
  3. Provide your Social Security Number and full name.
  4. Enter your home address, including the apartment number if applicable, along with your city, state, and zip code.
  5. Specify your county of residence. If you are a nonresident, enter the Maryland county or Baltimore City where you are employed.
  6. Move to Section 2 and select your filing status: Single, Married (including surviving spouse or unmarried Head of Household), or Married but withholding at the Single Rate.
  7. Claim the total number of exemptions you are entitled to, ensuring it does not exceed the limit on the Personal Exemption Worksheet.
  8. If applicable, enter any additional withholding amount per pay period as agreed upon with your employer.
  9. If you believe you are exempt from withholding, check the appropriate boxes and provide the necessary information as indicated in the form.
  10. In Section 3, sign and date the form, confirming the accuracy of the information provided.
  11. Include your daytime phone number in case your employer needs to contact you regarding your MW507.
  12. Ensure that your employer’s name and address, along with their Federal Employer Identification Number (EIN), are filled in if you are submitting the form to the IRS.

Form Preview Example

Form MW507

Employee Withholding Exemption Certificate

2020

Comptroller or Maryland

FOR MARYLAND STATE GOVERNMENT EMPLOYEES ONLY

 

 

Section 1 – Employee Information (Please complete form in black ink.)

 

 

 

 

 

 

 

 

 

 

 

Payroll System (check one)

 

Name of Employing Agency

 

 

 

 

RG CT

UM

 

 

 

 

 

 

Agency Number

 

 

Social Security Number

Employee Name

 

 

 

 

 

 

 

 

Home Address (number and street or rural route)

 

(apartment number, if any)

 

 

 

 

 

 

 

 

City

 

 

State

Zip Code

County of Residence (required) Nonresidents enter Maryland

 

 

 

 

 

 

 

County or Baltimore City

 

 

 

 

 

 

 

where you are employed

 

 

 

 

 

 

 

Section 2 – Maryland Withholding

Maryland worksheet is available online at https://www.marylandtaxes.gov/forms/20_forms/mw507.pdf

Single

Married (surviving spouse or unmarried Head of Household) Rate

Married, but withhold at Single Rate

1.

Total number of exemptions you are claiming not to exceed line f in Personal Exemption Worksheet on page 2

1.

2.

Additional withholding per pay period under agreement with employer

2.

3.I claim exemption from withholding because I do not expect to owe Maryland tax. See instructions and check boxes thatapply.

a.Last year I did not owe any Maryland income tax and had a right to a full refund of all income tax withheld and

b.This year I do not expect to owe any Maryland income tax and expect to have the right to a full refund of all income

 

tax withheld. (This includes seasonal and student employees whose annual income will be below the minimum filing

 

 

requirements).

 

 

 

 

If both a and b apply, enter year applicable

(year effective) Enter “EXEMPT” here

3.

 

 

 

 

4. I claim exemption from withholding because I am domiciled in the following state.

 

 

Virginia

 

 

 

 

I further certify that I do not maintain a place of abode in Maryland as described in the instructions. Enter "EXEMPT" here

4.

5.

I claim exemption from Maryland state withholding because I am domiciled in the Commonwealth of Pennsylvania and

 

 

I do not maintain a place of abode in Maryland as described in the instructions on Form MW507. Enter “EXEMPT” here

5.

6.

I claim exemption from Maryland local tax because I live in a local Pennsylvania jurisdiction within Yorkor

 

 

Adams counties. Enter “EXEMPT” here and on line 4 of Form MW507

6.

7.

I claim exemption from Maryland local tax because I live in a local Pennsylvania jurisdiction that does not impose

 

 

an earnings or income tax on Maryland residents. Enter “EXEMPT” here and on line 4 of Form MW507

7.

8.

I certify that I am a legal resident of the state of

 

and am not subject to Maryland withholding because I meet the

 

 

 

 

 

 

 

 

requirements set forth under the Servicemembers Civil Relief Act, as amended by the Military spouses

 

 

Residency Relief Act. Enter “EXEMPT” here

 

8.

Section 3 – Employee Signature

Under the penalty of perjury, I further certify that I am entitled to the number of withholding allowances claimed on line 1 above, or if claiming exemption from withholding, that I am entitled to claim the exempt status on whichever line(s) I completed.

Employee’s signature

Date

Daytime PhoneNumber

 

 

(In case CPB needs to contact you regarding your MW507)

Employer’s name and address (Employer: Complete name, address & EIN only if sending to IRS)

CentralPayrollBureau

P.O. Box 2396

Annapolis, MD 21404

Federal Employer identification number (EIN)

Important: The information you supply must be complete. This form will replace in total any certificate you previously submitted.

Web Site - https://www.marylandtaxes.gov/statepayroll/payroll-forms.php

Common mistakes

  1. Incorrectly claiming exemptions: Many individuals mistakenly claim exemptions without fully understanding the eligibility criteria. It is essential to review the guidelines thoroughly to ensure that the exemptions claimed are valid.

  2. Failing to provide accurate personal information: Errors in entering personal details, such as the Social Security number or home address, can lead to significant issues. Double-checking this information can prevent complications with tax processing.

  3. Not updating the form when circumstances change: Life events such as marriage, divorce, or changes in employment status can affect withholding allowances. Failing to update the Maryland W4 form may result in incorrect withholding amounts.

  4. Neglecting to sign and date the form: A common oversight is submitting the form without a signature or date. This omission can render the form invalid, delaying processing and potentially causing issues with tax obligations.

Learn More on This Form

What is the Maryland W4 form?

The Maryland W4 form, officially known as the MW507 Employee Withholding Exemption Certificate, is used by employees in Maryland to determine how much state income tax should be withheld from their paychecks. It allows employees to claim exemptions based on their personal circumstances, such as marital status and number of exemptions.

Who needs to fill out the Maryland W4 form?

If you are a new employee in Maryland or if your tax situation has changed, you will need to complete the MW507 form. This includes changes in marital status, number of dependents, or if you are claiming exemption from withholding.

How do I complete the Maryland W4 form?

To complete the MW507 form, you will need to provide your personal information, including your name, address, and Social Security number. You will also indicate your marital status and the number of exemptions you are claiming. Be sure to read the instructions carefully to ensure you fill it out correctly.

What if I qualify for exemption from withholding?

If you qualify for exemption from Maryland state withholding, you can indicate this on the form. You must meet specific criteria, such as not owing any Maryland income tax last year and not expecting to owe this year. Make sure to check the appropriate boxes and provide any required details.

Can I change my withholding status later?

Yes, you can change your withholding status at any time by submitting a new MW507 form to your employer. If your financial situation changes, such as a change in marital status or number of dependents, it’s a good idea to update your withholding to reflect those changes.

Where can I find the Maryland W4 form?

You can access the MW507 form online at the Maryland Comptroller's website. The form is available in PDF format for easy printing. You can also find instructions and additional resources related to withholding on the same site.

What happens if I don’t submit the Maryland W4 form?

If you do not submit the MW507 form, your employer will typically withhold taxes at the highest rate, which may lead to over-withholding. This means you might receive a larger tax refund when you file your tax return, but it can also impact your take-home pay throughout the year.

Do I need to submit the Maryland W4 form to the IRS?

No, the MW507 form is specific to Maryland state withholding and should be submitted to your employer, not the IRS. However, your employer may need to provide certain information to the IRS regarding your withholding.

What should I do if I have questions about the form?

If you have questions about completing the MW507 form or your withholding, you can reach out to your employer’s payroll department for assistance. Additionally, the Maryland Comptroller’s website offers resources and contact information for further inquiries.