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Valid Missouri W-4 Forms

  1. Filing Exempt from Missouri withholding
    • Both conditions must be met and this is to be determined by the employee
      1. "If you had a right to a refund of ALL of your Missouri income tax withheld last year because you had NO tax liability and
      2. this year you expect a refund of ALL Missouri income tax withheld because you expect to have NO tax liability".
    • Employees must file this form annually if they wish to continue the exemption
  2. Completing a valid Missouri W-4 form
    •  
      • All valid W-4 forms must have the following filled out
      • Full Name Box
      • Social Security Number
      • Filing Status
      • Home Address
      • City or Town, State and Zip Code Box
      • Employee's Signature and Date
    • To claim Exempt from Missouri withholding
      • Leave boxes 1-6 completely blank (1-5 of the University form)
      • Write the word EXEMPT in box 7 ( Box 6 of the University form)
    • To have Missouri tax withheld
      • Fill out boxes 1-5 (1-4 of the University form)
      • Leave box 7 blank ( Box 6 for the University form)
    • To claim an additional amount of withholding
      • Enter the amount to be withheld, in addition to the amount withheld for allowances, in box 6 ( Box 5 of the University form)
      • Additional amounts can only be requested when an employee has a value in box 5
  3. Common mistakes are the same as the mistakes for the Federal W-4 form

Reviewed 2019-08-05