Description
With the IRS introducing important changes for the 2026 tax year, employers, HR teams, and payroll professionals must understand the updated W-4 structure, revised instructions, and new withholding calculations.
This training walks you through all key 2026 W-4 updates, including changes to employee withholding elections, revised worksheets, tax credits, multiple-job adjustments, and employer calculation requirements. You’ll gain a clear, step-by-step understanding of how to interpret and apply the new form to ensure accurate and compliant payroll processing in 2026.
Areas Covered
- A complete walkthrough of the 2026 Form W-4, highlighting the new layout and key changes from prior years
- Clear explanations of all 2026 W-4 updates and their impact on employer withholding obligations
- Updated federal income tax withholding rules and calculations under the 2026 guidelines
- Step-by-step examples covering multiple jobs, dependents, credits, deductions, and other adjustments
- Employer responsibilities for collecting, verifying, processing, and retaining W-4 forms
- Guidance on handling special situations, including nonresident aliens, exempt employees, and incorrect or incomplete forms
- Best practices for managing W-4 compliance in both manual and automated payroll systems
- Common employer mistakes to watch for in 2026—and practical ways to avoid them
About the Instructor
Jason Dinesen (EA, LPA) is a tax nerd, entrepreneur, tax expert, and a well-known presenter of continuing education courses. Known for his sharp tax interpretations, he is one of the quickest to bring the analysis of the latest tax updates and IRS guidance to the professional community. Jason has coached over 200,000 accounting, tax, and HR professionals on various topics of accounting, individual taxation, corporate taxation, professional ethics, and much more.
He has presented dozens of webinars on Form 1099 (for 10 years on this subject!); marriage in the tax code; tax updates; the new Form W-4, payroll updates, filing status, tax credit, and other issues relating to the modern-day household setting.
