Description

On August 21, 2025, the IRS released a draft version of the 2026 Form W-4, highlighting several important updates stemming from the OBBBA and the permanent provisions of the Tax Cuts and Jobs Act (TCJA).

Although this draft cannot yet be used for official filing, it provides valuable insight into the IRS’s evolving approach to federal income tax withholding—and what employers, payroll departments, and HR professionals should prepare for in 2026.

This webinar offers a comprehensive walkthrough of the proposed 2026 Form W-4, including key wording changes, completion requirements, updates affecting non-resident aliens, state-level equivalents, recordkeeping rules, and the shift toward electronic processing. We will also cover practical strategies and best practices to help payroll teams streamline accuracy and efficiency in the new year.

Attendees Will Learn How To:

Identify what’s new in the draft 2026 Form W-4
Understand how the draft differs from the current Form W-4
Determine who needs to pay close attention to the changes
Prepare employers and payroll teams for the upcoming updates
Use the new form and navigate the updated tables
Understand employer instructions in IRS Publication 15-T
Apply various methods for calculating income tax withholding using current and prior-year W-4 versions
Implement a quick-action checklist for immediate next steps

Key Topics Covered:

Detailed review of the 2026 Form W-4 draft
Employer guidance and Publication 15-T instructions
Step-by-step examples of tax withholding calculations
How to calculate withholding when employees use older W-4 versions
Practical procedures for accurate, compliant payroll processing

Who Should Attend:

This webinar is designed for professionals who manage, oversee, or support payroll and compliance functions, including:
Payroll Executives, Managers, Administrators, Practitioners, and Entry-Level Staff
Human Resources Executives, Managers, and Administrators
Accounting and Finance Personnel
Business Owners, Executive Officers, Operations and Department Managers
Attorneys, Legal Professionals, and Lawmakers
Anyone responsible for navigating complex payroll compliance requirements