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iowaclerk
January 22, 2024
Question

New Iowa W-4

  • January 22, 2024
  • 4 replies
  • 0 views

Iowa released a new W-4 that has allowances in a dollar amount vs. just unit (1 allowance = $40, 2 allowances = $80, etc.). My state withholding tab changed where it now shows the MISCELLANEOUS DATA (DEPENDS ON STATE SELECTED) area and a place to put the Total Allowance Amt. I assume this amount is for the new dollar amount vs. the allowance unit. I have been playing around with this, changing the Allowances and Total Allowance Amount and no matter what I select, nothing changes.  Does anyone have confirmation how this screen should be completed with the new W-4 or if QuickBooks has fully pushed the change?  It appears they have pushed the update, but it does not seem to be working for me.

4 replies

H
HMGC
January 22, 2024

Funny to see someone else is testing the poorly labeled system, too.  

I, too, tried entering 0 vs 1 'Allowances' and $0 vs $40 'Total Allowance Amt' ... no difference.

AND, my understanding is the 'Allowances' would NOT be an option, for Iowa, as a 'number', it is now to be an $AMOUNT...$0 or $40 and up.

So, I have new W-4's filled out, and NO CLUE how to update Quickbooks, because it doesn't seem Quickbooks has updated how this new data is to be entered....and if 'Miscellaneous Data (Depends on State Selected)' is Quickbooks version of 'update', they have not sent emails to tell us to ignore 'Allowances' and fill in 'Total Allowance Amt' with new info.

SOOOO, until we know FOR SURE this is Quickbooks idea of this change, I have been leaving everyone's previous info alone (leaving Allowances as a NUMBER)

    K
    Kurt_M
    January 22, 2024

    Thanks for reaching out here in the Community space, @iowaclerks. We'll share information to help you get through this and complete your W-4 inside QuickBooks Desktop (QBDT).

     

    Please know you'll want to ensure the QBDT version you're using runs the latest release and has the updated tax table. This way, changes will flow into your system and help modify your current setup. We'll write down the steps to get you going:

     

    1. Select Update available then select Install now to install the update.
    2. Sit back and relax while the update is getting installed. It might take a while for the update to be installed.
    3. Open QuickBooks once the update is installed.

     

    See this article for further guidelines: Update QuickBooks Desktop to the latest release.

     

    Once done, enter the allowances, total allowance amount and ensure to save your changes to keep them from reverting back to the default amount. To see the changes, you'll want to create a dummy or sample paycheck and verify the details inside it.If issue persists, can you tell us which part is not working for you? This way, we can provide a specific troubleshooting to address your concern so you can complete your W-4.

     

    Moreover, here are some articles to help you manage W-4 and ensure everything is on point inside your company:

     

     

    If you need further assistance managing employees and tax forms inside QuickBooks, we'll help you again. Keep safe.

    H
    HMGC
    January 22, 2024

    Understand, THIS is NOT a FEDERAL update we are needing.

    Mine is particularly for Iowa - cannot post a pic here, so will do my best to create a sample:

    ______________________________________________________

    TAB FROM Federal to State:

    STATE WORKED

    State  IA <drop-down menu     [check mark] SUI (Company Paid)  

    STATE SUBJECT TO WITHHOLDING

    State   IA  <w/drop-down menu        Filing Status  Single <w/drop-down menu

    Allowances  1 <box to be filled in                     Extra Withholding  0.00 <box to be filled in

    MISCELLANEOUS DATA (DEPENDS ON STATE SELECTED)

                        6. Total Allowance Amt  0.00  <box to be filled in

    ______________________________________________________

     
      M
      Mark_AG
      January 22, 2024

      Hi there, @HMGC.

       

      I understand the importance of properly setting up your state tax, particularly for Iowa. Rest assured, I'm here to guide you where you can get the best help for this issue. I recommend contacting our QuickBooks Desktop Payroll support so they can investigate this further and apply a solution.

       

      Here's how:

       

      1. Head to this link: Contact Us.
      2. Select QuickBooks Desktop Payroll product and click Continue.
      3. Select Contact Us and choose a way to connect with us:
      • Start a chat with a support expert.
      • Get a callback from the next available expert.

       

      In addition, I would like to share some helpful articles that can guide you in effectively managing W-4 forms and ensuring they are accurately filled out within your organization:

       

       

      Keep us updated with setting up your state tax concerns. I'm always here to assist you.

      M
      McKenzieBieker
      May 17, 2024

      Has there been a resolution to this? The IDR is requiring employers to do modifications if we do not have 2024 W-4 forms. All of our employees have provided new forms, but the update hasn’t been done. 

      M
      McKenzieBieker
      May 17, 2024

      Have you heard back from Quickbooks on this? No one can give me answers and I have dozens of new W-4 forms to enter for employees and there still hasn't been an update.

      Z
      Zbar
      May 17, 2024

      I spent two hours on chat and the most I got was that they will send it to their engineering department.....but at least the chat agent agreed with me that it no longer is accurate and we cannot put the correct information into the space we have been provided.  

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