This guide will illustrate how to configure your W-4 settings.

Setting Up Your W-4

•  Log into the myTC portal (my.tc.columbia.edu).
•  Navigate to the “Employee Resources” tab.
•  Select "Employee Dashboard."
•  Within your dashboard click the "Taxes" dropdown arrow.
•  Click "W-4 Employee's Withholding Allowance Certificate."

•  Please review your current W-4 configuration. To adjust your W-4 settings please select “Update” (bottom center of the web page) and follow the prompts to update your Federal Tax Exemption.
  1.  Deduction Effective as of: the most current date will auto fill, update if necessary. 
  2.  If your last name differs from that shown on your Social Security Card, check here: check this box if your last name differs from the last name shown on your Social Security Card.
  3.  Effective Date of Change MM/DD/YYYY:  please select the effective date for your specified W-4 configurations. The effective date must be after the date you received your most recent paycheck.
  4.  Deduction Status:most employee statuses should be set as "Active." If you select "Exempt" please verify the following: 
     1. I claim exemption from withholding for the tax year specified, and I certify that I meet both of the following conditions for exemption: 
        1. Last year I had a right to a refund of all federal income tax withheld because I had no tax liability and 
        2. This year I expect a refund of all federal income tax withheld because I expect to have no tax liability. 
     2. If you meet both conditions, select “Exempt” in Deduction Status field. 
  5.  Filing Status: select the appropriate option from the drop-down.
  6.   Nonresident Alien: check this box to specify if you are a nonresident alien.
  7.  Step 2C Indicator: check this box if you would like to indicate your eligibility for the Step 2C designation. 
  8.  Dependents Under 17: multiply the number of qualifying children under age 17 by $2,000. Enter the results in the space provided.
  9.  Other Dependents: multiply the number of other dependents by $500.
  10.  Dependent Amount: add the amounts specified in the "Dependents Under 17" and "Other Dependents" fields above and enter the total here.
  11.  Other Income: see Form W-4 instructions.
  12.  Deductions: see Form W-4 instructions.
  13.  Additional Withholding: enter any additional tax you want withheld each pay period.
•  Please review your selections above. Click "Certify Changes" to apply your specified preferences. Click "Restore Original Values" to revert your values to those specified prior to any changes made in this form.
  
  TO EXIT: Click W-4>Employee Dashboard