Form Improvements and Fixes

Standard Forms

Form Title: Federal W-4 Short

Form Reference Name: Form W-4 Federal - US (English)

The recently released PDF for 2021 Federal Form W-4 has implemented the following changes:

On the certificate part on page 1, year of 2020 has been updated to 2021.
Some minor wording changes have been implemented in Step 3 instructions.
On the instructions section on page 2, dates have been updated from 2020 to 2021.
The worksheet on page 3 has updated standard deduction amounts, with medical expenses in excess being updated from 7.50% to 10%.
Further value changes in tables on page 4.

Form Title: TD1 Canada Federal, TD1 Canada Federal

Form Reference Name: TD1 Federal - Canada (English), TD1 Federal - Canada (French)

The PDFs have been updated for the English and French versions of the Canada Federal Form TD1:

Dates have been updated to 2021.
Basic personal amount, the standard deduction amounts have changed, as well as some minor wording changes.
Canada caregiver amount for infirm children under age 18, the standard deduction amount has changed, as well as some minor wording changes.
Age amount, the standard deduction amounts have changed.
Disability amount, the standard deduction amount has changed.
Spouse or common-law partner amount, the standard deduction amounts have changed, as well as some minor wording changes.
Amount for an eligible dependant, the standard deduction amounts have changed, as well as some minor wording changes.
Canada caregiver amount for eligible dependant or spouse or common-law partner, the standard deduction amount has changed.
Canada caregiver amount for eligible dependant(s) age 18 or older, the standard deduction amounts have changed.
Amounts transferred from your spouse or common-law partner, minor wording changes.
Amounts transferred from a dependant, minor wording changes.
Minor wording changes in the Filling out Form TD1 instructions on page 2.
Provincial or territorial personal tax credits return, the standard deduction amount has changed.

Form Title: TD1AB Alberta

Form Reference Name: TD1AB Alberta - Canada (English)

The PDF has been updated for Alberta Form TD1AB:

Dates have been updated to 2021.

Form Title: TD1BC British Columbia

Form Reference Name: TD1BC British Columbia - Canada (English)

The PDF has been updated for British Columbia Form TD1BC:

Dates have been updated to 2021.
Basic personal amount, the standard deduction amount has changed.
Age amount, the standard deduction amounts have changed.
Disability amount, the standard deduction amount has changed.
Spouse or common-law partner amount, the standard deduction amounts have changed.
British Columbia caregiver amount, the standard deduction amount has changed.

Form Title: TD1MB Manitoba

Form Reference Name: TD1MB Manitoba - Canada (English)

The PDF has been updated for Manitoba Form TD1MB:

Dates have been updated to 2021.
Basic personal amount, the standard deduction amount has changed.

Form Title: TD1NB New Brunswick

Form Reference Name: TD1NB New Brunswick - Canada (English)

The PDF has been updated for New Brunswick Form TD1NB:

Dates have been updated to 2021.
Basic personal amount, the standard deduction amount has changed.
Age amount, the standard deduction amounts have changed.
Disability amount, the standard deduction amount has changed.
Spouse or common-law partner amount, the standard deduction amounts have changed.
Amount for an eligible dependant, the standard deduction amounts have changed.
Caregiver amount, the standard deduction amounts have changed.
Amount for infirm dependants age 18 or older, the standard deduction amounts have changed.

Form Title: TD1NL Newfoundland and Labrador

Form Reference Name: TD1NL Newfoundland and Labrador - Canada (English)

The PDF has been updated for Newfoundland and Labrador Form TD1NL:

Dates have been updated to 2021.
Base personal amount, the standard deduction amount has changed.
Age amount, the standard deduction amounts have changed.
Disability amount, the standard deduction amount has changed.
Spouse or common-law partner amount, the standard deduction amounts have changed.
Amount for an eligible dependant, the standard deduction amounts have changed.
Caregiver amount, the standard deduction amounts have changed.
Amount for infirm dependants age 18 or older, the standard deduction amounts have changed.

Form Title: TD1NS Nova Scotia

Form Reference Name: TD1NS Nova Scotia - Canada (English)

The PDF has been updated for Nova Scotia Form TD1NS:

Dates have been updated to 2021.

Form Title: TD1NT Northwest Territories

Form Reference Name: TD1NT Northwest Territories - Canada (English)

The PDF has been updated for Northwest Territories Form TD1NT:

Dates have been updated to 2021.
Basic personal amount, the standard deduction amount has changed.
Age amount, the standard deduction amounts have changed.
Disability amount, the standard deduction amount has changed.
Spouse or common-law partner amount, the standard deduction amounts have changed.
Amount for an eligible dependant, the standard deduction amounts have changed.
Caregiver amount, the standard deduction amounts have changed.
Amount for infirm dependants age 18 or older, the standard deduction amounts have changed.

Form Title: TD1NU Nunavut

Form Reference Name: TD1NU Nunavut - Canada (English)

The PDF has been updated for Nunavut Form TD1NU:

Dates have been updated to 2021.
Basic personal amount, the standard deduction amount has changed.
Age amount, the standard deduction amounts have changed.
Disability amount, the standard deduction amount has changed.
Spouse or common-law partner amount, the standard deduction amounts have changed.
Amount for an eligible dependant, the standard deduction amounts have changed.
Caregiver amount, the standard deduction amounts have changed.
Amount for infirm dependants age 18 or older, the standard deduction amounts have changed.

Form Title: TD1ON Ontario

Form Reference Name: TD1ON Ontario - Canada (English)

The PDF has been updated for Ontario Form TD1ON:

Dates have been updated to 2021.
Basic personal amount, the standard deduction amount has changed.
Age amount, the standard deduction amounts have changed.
Disability amount, the standard deduction amount has changed.
Spouse or common-law partner amount, the standard deduction amounts have changed.
Amount for an eligible dependant, the standard deduction amounts have changed.

Form Title: TD1PE Prince Edward Island

Form Reference Name: TD1PE Prince Edward Island - Canada (English)

The PDF has been updated for Prince Edward Island Form TD1PE:

Dates have been updated to 2021.
Basic personal amount, the standard deduction amount has changed.
Age amount, the standard deduction amounts have changed.
Spouse or common-law partner amount, the standard deduction amounts have changed.
Amount for an eligible dependant, the standard deduction amounts have changed.

Form Title: TD1SK Saskatchewan

Form Reference Name: TD1SK Saskatchewan - Canada (English)

The PDF has been updated for Saskatchewan Form TD1SK:

Dates have been updated to 2021.
Basic personal amount, the standard deduction amount has changed.
Age amount, the standard deduction amounts have changed.
Senior Supplementary amount, the standard deduction amount has changed.
Disability amount, the standard deduction amount has changed.
Spouse or common-law partner amount, the standard deduction amounts have changed.
Amount for an eligible dependant, the standard deduction amounts have changed.
Amount for infirm dependants age 18 or older, the standard deduction amounts have changed.

Form Title: TD1YT Yukon

Form Reference Name: TD1YT Yukon - Canada (English)

The PDF has been updated for Yukon Form TD1YT:

Dates have been updated to 2021.
Basic personal amount, the standard deduction amounts have changed, as well as some minor wording changes.
Family caregiver amount for infirm children under age 18, the standard deduction amount has changed.
Age amount, the standard deduction amounts have changed.
Disability amount, the standard deduction amount has changed.
Spouse or common-law partner amount, the standard deduction amounts have changed, as well as some minor wording changes.
Amount for an eligible dependant, the standard deduction amounts have changed, as well as some minor wording changes.
Yukon caregiver amount for the eligible dependant or spouse or common-law partner, the standard deduction amount has changed.
Yukon caregiver amount for dependant(s) age 18 or older, the standard deduction amounts have changed.

US Tax Withholdings

The following tax parameters have been updated and are available as part of the Symmetry SPF 2021-R1a release.

Federal

Federal Form W-4(SP) updated

Form Name: Certificado de Retenciones del Empleado

SPF Form ID: W4101SP

The PDF has been updated for the Spanish version of the 2021 Federal Form W-4:

Dates have been updated to 2021.
Minor wording changes in the Step 3 instructions.
On the worksheet section on Page 3, the standard deduction amounts have changed.
The tables on page 4 have been updated.

Indiana

Form WH-4 updated

Form Name: Employee Withholding Exemption and County Status Certificate

SPF Form ID: IN101

The PDF has been updated for Indiana Form WH-4:

The revision date has been updated from 12-19 to 9-20
On page 2 of the instructions, gross income amount has been updated from $4,200 to $4,300.

Iowa

Iowa Form W-4 and Form W-4 Spanish version updated

Form Name: Employee's Withholding Allowance Certificate, Certificado de exención de retenciones del empleado

SPF Form ID: IA101, IA101SP

The PDFs have been updated for the English and Spanish versions of the Iowa Form W-4:

The revision date has been updated from 11/1/2019 to 7/7/2020.
Dates have been updated to 2021.
Minor wording updates on page 1.
The standard deduction amounts have changed on page 2 in the instructions.

Kansas

Kansas Form K-4C updated

Form Name: Kansas Nonresident Employee Certificate for Allocation of Withholding Tax

SPF Form ID: KS102

The PDF has been updated for Kansas Form K-4C:

The revision date has been updated from 9-19 to 10-20.
“500619” has been added to the top right of the form.
The formatting has been significantly revised. The form used to have a duplicate copy of the same certificate on the top and bottom of page 1. Now the form contains the certificate on the top of page 1, with instructions down below, including the Kansas Withholding Percent calculation.
The penalty of perjury statement has changed.
Instructions for the employer under the employee’s signature have been modified.

Minnesota

Minnesota Form W-4MN revised

Form Name: Minnesota Employee Withholding Allowance/Exemption Certificate

SPF Form ID: MN103

The PDF has been updated for Minnesota Form W-4MN:

Dates have been updated to 2021.
Minor wording and formatting changes throughout.
“What’s New” section has been eliminated on page 2.
Itemized Deductions and Additional Income Worksheet updated with 2021 figures on page 3.
Lock-In Letters section added on page 4.

Minnesota Form MWR updated

Form Name: Reciprocity Exemption/Affidavit of Residency for Tax Year 2021

SPF Form ID: MN102

The PDF has been updated for Minnesota Form MWR:

The revision date has been updated from 7/19 to 9/20.
Dates have been updated to 2021.
Wording changes to the instructions on page 2.

New Mexico

New Mexico Form W-4 error corrected

Form Name: Employee's Withholding Certificate

SPF Form ID: NM101

In Guided Mode, corrected an error occurring when claiming exempt on the Federal Form W-4 and then claiming additional withholding for New Mexico.

Pennsylvania

Form CLGS-32-6 error corrected

Form Name: Local Earned Income Tax Residency Certification

SPF Form ID: PA114

Fixed a 500 error on Pennsylvania Form CLGS-32-6 that would occur when the employee worked outside of Pennsylvania.

Form CLGS-32-6 generated PDF corrected

Form Name: Local Earned Income Tax Residency Certification

SPF Form ID: PA114

Pennsylvania Form CLGS-32-6 now correctly includes the EIN on final PDF.

South Carolina

Form SC W-4 generated PDF corrected

Form Name: South Carolina Employee's Withholding Allowance Certificate

SPF Form ID: SC101

South Carolina Form SC W-4 now correctly includes the EIN on final PDF.

January 13, 2021 Form Updates