< Back to IRS

Lena Schultz

Understanding W4T and W4V forms - what are they used for?

Hey tax folks, I recently started a new job and the HR department mentioned something about W4T and W4V forms that I need to fill out. I'm completely lost on what these are for. I understand the regular W-4 for withholding, but these other variations have me confused. Can anyone explain what W4T and W4V forms are actually used for and if I need to complete both? Really appreciate any help on this...

These are specific withholding forms for different types of income. The W-4V is for voluntary withholding from government payments like Social Security, unemployment, or certain agricultural payments. You'd use this if you want taxes withheld from these benefits to avoid owing at tax time. The W4T (sometimes referred to as W-4T) is less common and typically relates to withholding for certain types of trust income or specific state withholding situations. It's not a standard IRS form that most employees need to complete. If your HR department specifically mentioned these, you should ask them for clarification since it's unusual for a regular employer to request these instead of the standard W-4 form for employment income.

0 coins

Thanks for explaining! Do you know if completing these forms is mandatory? My HR person made it sound like I had to do it, but now I'm confused.

0 coins

Completing a W-4V is completely voluntary - that's what the "V" stands for. It's only if YOU want taxes withheld from certain government payments. For the W4T, it really depends on the specific situation. I'm surprised your HR department is asking for these rather than a standard W-4. I would definitely ask them for clarification on exactly what they're requesting and why. It's possible they're using terminology specific to your company or state, or there might be some confusion.

0 coins

I was completely confused about these exact forms last year! After hours of researching and getting nowhere, I finally used taxr.ai (https://taxr.ai) to figure it out. I uploaded some documents my HR gave me, and they explained everything clearly. Turns out my HR department was using outdated terminology, and what they actually needed was just a regular W-4 with some state-specific withholding forms.

0 coins

Did you have to pay to use that service? I'm on a really tight budget right now and can't afford to spend money on tax help.

0 coins

How accurate was the information you got? I've tried other tax help sites before and got completely wrong advice that messed up my withholding for months.

0 coins

They offer a free initial document review which was enough for my situation. I just uploaded the forms my HR gave me and got the explanation I needed without paying anything. Their information was spot-on. They actually explained that the W-4V is specifically for government benefit withholding (like Social Security) and identified that my HR department was using outdated form names. They even sent me links to the current IRS documentation so I could verify everything myself.

0 coins

Just wanted to update everyone - I tried that taxr.ai site mentioned above after being super confused about these forms. Turns out my HR department was using company-specific abbreviations! What they called a "W4T" was actually just their internal code for a state tax withholding form for Tennessee (hence the T). The AI identified the form from the photo I uploaded and explained everything. Saved me from a ton of confusion and potential withholding errors!

0 coins

If your HR department isn't being clear about these forms, you might need to speak directly with the IRS. I tried calling them for a similar issue last month and was on hold for HOURS. Eventually found Claimyr (https://claimyr.com) which got me connected to an actual IRS agent in about 20 minutes. They have a demo video here: https://youtu.be/_kiP6q8DX5c showing how it works. The agent confirmed that W-4V is only for government payments and had never heard of a "W4T" as an official form - suggested it might be a company or state-specific form.

0 coins

How does this service actually work? Seems impossible to get through to the IRS these days without waiting forever.

0 coins

Yeah right. No way something like this actually works. The IRS phone system is deliberately designed to be impossible. I've tried "skip the line" services before and they were all scams.

0 coins

It basically keeps dialing and navigating the IRS phone tree automatically until it gets through, then calls you when it has an agent on the line. It's like having someone else wait on hold for you. I was extremely skeptical too. I'd spent nearly 3 hours trying to get through on my own over several days. But it actually worked - took about 25 minutes and then my phone rang with an IRS agent already on the line. They answered my withholding question right away. Not saying it works 100% of the time, but it definitely worked for me when I was desperate.

0 coins

Just wanted to follow up - I actually tried that Claimyr service after posting my skeptical comment. I was totally prepared to come back here and call it out as BS, but I'm honestly shocked. Got a call back in about 35 minutes with an IRS rep already on the line. The agent confirmed that W-4V is only for withholding from government benefits, and there's no standard IRS form called "W4T" - they suggested checking with the state tax department or my HR about what they're actually requesting.

0 coins

I work in HR and can tell you that "W4T" is not a standard IRS form name. Most likely it's either: 1) A state tax withholding form (some states use similar naming conventions) 2) Company-specific terminology 3) A mistake/typo Your best bet is to just ask HR directly what these forms are for. Many HR departments use shorthand or internal codes that cause confusion like this.

0 coins

In my company, they use "T" to designate temporary workers' forms. Could that be it? Like W4-Temporary?

0 coins

That's definitely possible. Many companies use suffixes like that to differentiate forms for different worker classifications. I've seen companies use T for temporary, C for contractors, P for part-time, etc. Another possibility is that it could be a state-specific form. For example, some states have their own withholding forms with names like IT-4 (Ohio) or NC-4 (North Carolina).

0 coins

Wait, I think I know what your HR might be talking about. Is this for tax withholding from a pension or annuity payment? The W-4P (not T) is used for withholding from pensions, annuities, and certain other deferred income. The W-4V is definitely for voluntary withholding from government payments.

0 coins

Thank you so much for this! I just checked with HR and you're right - they were referring to the W-4P form (for my pension from a previous employer that this company manages) and just misspoke when they called it "W4T". The W-4V was correct though, since I'm also receiving some disability payments temporarily. This clears up so much confusion!

0 coins

Great to see this got resolved! This is such a common source of confusion. For anyone else reading this thread, here's a quick summary of the actual IRS withholding forms: • W-4: Standard employee withholding (what most people need) • W-4P: Withholding from pensions, annuities, IRAs, etc. • W-4V: VOLUNTARY withholding from government payments (Social Security, unemployment benefits, etc.) • W-4S: Withholding from sick pay (rare) There is no official "W4T" form from the IRS. If your HR mentions this, it's likely company terminology, a state form, or possibly a verbal mix-up with W-4P. Always ask for clarification and the actual form names/numbers to avoid confusion. The IRS website (irs.gov) has all the official forms if you want to double-check what you're being asked to complete.

0 coins

This is such a helpful summary! I wish I had seen this breakdown when I was first dealing with withholding forms at my job. The terminology can be so confusing, especially when HR departments use their own abbreviations or misspeak. I'm going to save this list for future reference. It's really reassuring to know that if you're ever unsure about what form you're being asked to complete, you can always go directly to the IRS website to verify the official form names and purposes.

0 coins

This thread has been incredibly helpful! I work in payroll and see this confusion all the time. Just wanted to add that if you're ever unsure about ANY tax form your employer is asking you to complete, you can always request to see the actual form itself rather than just hearing the name. Sometimes what sounds like "W4T" over the phone is actually "W-4P" or even a state-specific form. Also, remember that completing most withholding forms is about YOUR preference for how much tax to have withheld from your pay - you're not required to have taxes withheld from things like Social Security benefits (W-4V), but some people prefer it to avoid a big tax bill later. When in doubt, ask to speak with someone who can show you the actual forms and explain what income they apply to.

0 coins

This is such great advice! As someone new to dealing with tax forms, I really appreciate the tip about asking to see the actual form rather than just going by what someone says over the phone or in conversation. It's so easy for miscommunications to happen, especially with all these similar-sounding form names. I'm definitely going to bookmark this thread - there's so much useful information here about the different types of withholding forms. Thanks to everyone who contributed their knowledge and experiences!

0 coins

As a tax professional, I want to emphasize something important that came up in this thread - always verify form names directly with the IRS or your tax advisor before completing anything. I've seen too many cases where employees fill out incorrect forms because of miscommunication, leading to withholding issues that take months to resolve. If you're ever in doubt about what your employer is requesting, here's what I recommend: 1. Ask HR to provide the actual form number and show you the physical/digital form 2. Cross-reference it with the official IRS forms list at irs.gov 3. If it's a state form, check your state's tax department website 4. Don't hesitate to ask HR why a specific form is needed for your situation The good news is that most withholding errors can be corrected by filing an amended form, but it's much easier to get it right the first time. Great job everyone for helping sort out the W-4P vs "W4T" confusion!

0 coins

This is exactly the kind of professional advice we need more of in these discussions! I'm relatively new to handling my own taxes and had no idea that withholding errors could take months to resolve. Your step-by-step verification process is really helpful - I'm going to save this for future reference. It's reassuring to know that there are clear steps to take when you're unsure about forms, rather than just guessing or hoping HR knows what they're talking about. Thanks for sharing your expertise!

0 coins

This has been such an educational thread! I'm dealing with a similar situation where my new employer mentioned some withholding forms that didn't sound familiar. After reading through all these responses, I realize I need to ask HR to clarify exactly which forms they're referring to and see the actual documents. It's really eye-opening to learn about the different types of withholding forms - I had no idea there were specific ones for pensions (W-4P) and voluntary withholding from government benefits (W-4V). The point about company-specific terminology causing confusion really resonates with me. I think my HR department might be using their own internal codes too. Thanks to everyone who shared their experiences and expertise. This is exactly the kind of practical information that helps newcomers navigate these confusing situations!

0 coins

Welcome to the community! You're absolutely right to ask for clarification from HR before filling out any forms. This thread really shows how common this confusion is - I'm new here too and learned so much from everyone's experiences. It's great that you're taking the proactive approach of asking to see the actual forms rather than just going by what they call them. That seems to be the key takeaway from all the advice here. Good luck with sorting out your withholding situation!

0 coins

As someone who's been through this exact confusion recently, I wanted to share what I learned! I was in a very similar situation where my HR department mentioned forms that didn't match anything I could find online. After reading through this thread and doing some research, I discovered that many companies use their own internal shorthand or codes for tax forms, which creates a lot of unnecessary confusion for employees. In my case, what HR called a "W4T" was actually just their way of referring to a temporary worker tax form - basically a regular W-4 with some additional state withholding information. The key lesson I took away is to never be afraid to ask HR to show you the actual forms and explain exactly what income or situation each one applies to. Most HR representatives are happy to clarify once they realize there's confusion about the terminology. Also, I found it really helpful to have a basic understanding of the main IRS withholding forms before those conversations. The summary that ApolloJackson provided earlier in this thread is perfect for that - it covers the essential forms (W-4, W-4P, W-4V, W-4S) that most people might encounter. For anyone still dealing with similar confusion, don't stress too much. These withholding issues can usually be corrected if needed, and most employers want to make sure you're filling out the right forms anyway!

0 coins

This is such valuable insight, Sean! Your experience really highlights how important it is to dig deeper when HR uses unfamiliar terminology. I love that you took the initiative to research and ask for clarification rather than just assuming you didn't understand something. It's so reassuring to hear that most HR departments are actually willing to help clear up the confusion once they realize there's a misunderstanding about form names. Your point about having a basic understanding of the main withholding forms before those conversations is spot-on - it definitely helps you ask better questions and catch when something doesn't sound right. Thanks for sharing your experience and encouraging others not to stress about these situations!

0 coins

This entire discussion has been incredibly enlightening! As someone who just joined this community and is navigating tax forms for the first time at my new job, I can't thank everyone enough for sharing their experiences and expertise. What really stands out to me is how common this confusion actually is - it's not just me feeling lost when HR uses unfamiliar terminology. The pattern seems to be that many companies create their own internal shorthand or codes, which then causes unnecessary stress for employees who can't find these "forms" anywhere online. I particularly appreciate the practical advice throughout this thread: - Always ask to see the actual forms rather than just going by verbal descriptions - Verify form numbers against official IRS documentation - Don't hesitate to ask HR for clarification about why specific forms are needed - Remember that most withholding errors can be corrected if needed The breakdown of official IRS withholding forms (W-4, W-4P, W-4V, W-4S) is going straight into my reference folder. It's so helpful to have a clear list of what these forms are actually for, especially when trying to determine if something your employer mentions is legitimate or just company-specific terminology. Thanks to everyone who took the time to share their knowledge and experiences - this is exactly the kind of supportive, educational discussion that makes navigating tax issues so much less intimidating!

0 coins

Welcome to the community, Victoria! Your summary perfectly captures what makes this discussion so valuable. As someone who's also relatively new to dealing with tax forms, I found it really reassuring to see how many people have faced similar confusion with employer terminology. What I found most helpful was learning that it's completely normal - and actually smart - to ask HR to clarify form names and show you the actual documents. Before reading this thread, I probably would have been too embarrassed to admit I didn't know what a "W4T" was, but now I understand that asking questions is the right approach when employers use non-standard terminology. The practical checklist you pulled together is fantastic - I'm definitely saving that for future reference. It's amazing how a single thread can turn what seemed like a complicated tax issue into a manageable situation with clear action steps. Thanks for taking the time to synthesize all the great advice here!

0 coins

I'm new to this community and just wanted to say how incredibly helpful this entire discussion has been! I'm currently dealing with a similar situation where my employer mentioned some withholding forms that had me completely puzzled. After reading through everyone's experiences, I realize I was overthinking things. The key takeaway for me is that when employers use unfamiliar form names, it's usually because they're using internal terminology or shorthand rather than official IRS form names. I'm planning to follow the advice shared here - asking my HR department to show me the actual forms and explain what each one is for, rather than just going by the names they mention. It's so reassuring to know that this kind of confusion is common and that most HR departments are willing to clarify once they understand there's been a miscommunication. The summary of official IRS forms (W-4, W-4P, W-4V, W-4S) that was provided earlier is going to be my reference guide. Having that baseline knowledge should help me ask better questions and identify when something might be company-specific terminology. Thanks to everyone who shared their experiences and professional expertise - this community is such a valuable resource for navigating these confusing tax situations!

0 coins

Welcome to the community, Molly! Your approach sounds exactly right - asking HR to show you the actual forms rather than just going by names is definitely the way to go. I'm also new here and found this discussion incredibly reassuring. It's amazing how what initially seems like a complicated tax issue usually turns out to be simple miscommunication about form terminology. The fact that so many experienced members have dealt with this exact same confusion really puts things in perspective. Good luck with getting your withholding forms sorted out!

0 coins

What an incredibly thorough and helpful discussion! As a newcomer to both this community and dealing with employment tax forms, I'm amazed at how much I've learned from everyone's experiences. The most valuable insight for me is understanding that "mystery" tax forms mentioned by HR are almost always either company-specific terminology, state forms, or simple miscommunications rather than obscure IRS requirements I should somehow know about. This takes so much stress out of the situation! I'm particularly grateful for the practical action plan that emerged from all the shared experiences: 1. Ask HR to provide the actual form numbers and show you the physical forms 2. Cross-reference against official IRS forms at irs.gov 3. Don't be embarrassed to ask for clarification - it's actually the smart approach 4. Remember that withholding errors can usually be fixed if needed The official IRS withholding forms reference (W-4, W-4P, W-4V, W-4S) is going straight into my bookmark folder. Having that baseline knowledge should help me recognize when something doesn't match up with standard IRS terminology. Thank you to all the community members who shared their expertise and experiences - from the tax professionals providing official guidance to everyone who shared their personal confusion-to-clarity stories. This is exactly the kind of supportive, educational environment that makes navigating tax issues so much less intimidating for newcomers like me!

0 coins

Welcome to the community, Beth! Your summary really captures the essence of what makes this thread so valuable. As another newcomer, I completely relate to that initial panic when HR mentions forms you've never heard of - it's such a relief to learn that this confusion is totally normal and usually has a simple explanation. What I love most about this discussion is how it shows the power of community knowledge. Everyone from tax professionals to people who just went through similar situations contributed something valuable. It's turned what could have been a stressful tax mystery into a clear roadmap for handling these situations. Your action plan is perfect - I'm definitely saving that approach for future reference. There's something really empowering about knowing exactly what steps to take when faced with unfamiliar form names. Thanks for pulling together such a comprehensive summary of all the great advice shared here!

0 coins

As a newcomer to this community, I'm blown away by how comprehensive and helpful this entire discussion has been! I just started my first "real" job after college and was completely panicked when my HR department casually mentioned I needed to fill out some "W4T" and "W4V" forms. Like many others here, I couldn't find these anywhere online and was convinced I was missing something obvious. Reading through everyone's experiences has been such a relief - it's incredibly reassuring to know that this confusion is so common and usually stems from companies using their own internal terminology rather than official IRS form names. The pattern of HR departments creating shorthand or codes that don't match official documentation seems to happen everywhere! What I found most valuable was the consistent advice to ask HR to show you the actual forms rather than just going by verbal descriptions. I was honestly too embarrassed to admit I didn't know what they were talking about, but now I understand that asking for clarification is not only okay but actually the smart, professional approach. The reference list of official IRS withholding forms (W-4, W-4P, W-4V, W-4S) is going straight into my work folder. Having that baseline knowledge should help me identify when something doesn't align with standard IRS terminology and give me confidence to ask the right questions. Thanks to everyone who shared their expertise, personal experiences, and practical advice. This community has turned what felt like an overwhelming tax mystery into a manageable situation with clear next steps. I'm definitely bookmarking this thread for future reference!

0 coins

Welcome to the community, Aaron! Your experience really resonates with me as someone who's also new to navigating workplace tax forms. That initial panic when HR mentions unfamiliar forms is so relatable - I think we've all been there! What struck me most about your post is how you mentioned being "too embarrassed to admit I didn't know what they were talking about." I think that's such a common feeling, but this entire thread has really shown that asking questions is actually the professional thing to do. It's not about lacking knowledge - it's about ensuring accuracy when dealing with something as important as tax withholding. Your point about companies creating their own shorthand that doesn't match official IRS documentation is spot-on. It seems like this happens across so many different employers, which makes me wonder why there isn't more standardization in how HR departments communicate about these forms. I'm also bookmarking this thread! The collective wisdom here has transformed what initially seemed like a complex tax issue into a clear process for handling similar situations in the future. Thanks for sharing your experience - it's always helpful to hear from someone who's going through the same learning curve!

0 coins

As someone who just went through a very similar situation, I completely understand the confusion! I'm new to this community and relatively new to navigating employment tax forms, so when my HR department mentioned forms I'd never heard of, I immediately started second-guessing myself. What I've learned from this fantastic thread is that the confusion almost always comes from companies using their own internal terminology rather than official IRS form names. It's actually quite common for HR departments to create shorthand or codes that don't align with what you'll find on the IRS website. The approach that's worked best for me (and seems to be the consensus here) is to politely ask HR to show you the actual forms and explain what specific type of income or situation each one addresses. Most HR representatives are totally understanding once they realize there's been miscommunication about form terminology. I'm definitely saving the reference list of official IRS withholding forms that was shared earlier (W-4 for regular employment, W-4P for pensions/annuities, W-4V for voluntary withholding from government benefits, W-4S for sick pay). Having that baseline knowledge makes it so much easier to identify when something might be company-specific terminology. Don't feel embarrassed about asking questions - it's actually the smart, professional approach when dealing with tax withholding. Better to get it right the first time than deal with potential withholding issues later! This community has been incredibly helpful in turning what seemed like a tax mystery into a manageable situation with clear action steps.

0 coins

Welcome to the community, Layla! Your experience perfectly mirrors what so many of us have gone through with confusing HR terminology. I'm also relatively new here and found this entire discussion to be such a lifesaver when I was dealing with similar form confusion. What really stands out to me is your point about not feeling embarrassed to ask questions - I think that's honestly the biggest takeaway from this whole thread. Before reading through everyone's experiences, I probably would have spent hours frantically googling "W4T forms" and getting nowhere, when the simple solution was just asking HR to clarify what they actually meant. The collective wisdom here has been amazing. From learning that mysterious form names are usually company shorthand, to getting that helpful reference list of actual IRS forms, to hearing from tax professionals about verification steps - it's turned what could be a really stressful situation into something totally manageable. I love how this thread shows that asking the right questions (like "can you show me the actual form?" and "what type of income does this apply to?") is really all you need to cut through the confusion. Thanks for adding your experience to the discussion - it's always reassuring to hear from someone who successfully navigated the same challenge!

0 coins

IRS AI

Expert Assistant
Secure

Powered by Claimyr AI

T
I
+
20,095 users helped today