March 11, 2024 Form Updates

Form Changes

Hawaii

Form HW-6 updated

Form Title: Employee's Statement To Employer Concerning Nonresidence In The State Of Hawaii
        SPF Form ID: HI103
                                                                                                                                           Form version: 2024.02.0

Effective 1 January 2024, the following changes have been made to Form HW-6 (SPF Form ID HI103):

• Page 1
  • The revision date in the upper left corner has been updated from 2022 to 2023.
  • The year in the form name under the QR code in the upper left corner has been updated from HW6_I 2022A to HW6_I 2023A.
  • The year in the upper right corner has been updated from 2023 to 2024.
  • In Option 6, 2018 has been updated to 2020, 2022 has been updated to 2024, the year 2019 has been removed, and the year 2024 has been added.
  • The revision date in the lower right corner has been updated from 2022 to 2023.
• Page 2
  • The revision date in the upper left corner has been updated from 2022 to 2023.
  • The revision date in the lower right corner has been updated from 2022 to 2023.

Reference: Form HW-6

Maine

Form W-4 ME updated

Form Title: Employee's Withholding Allowance Certificate                                                                      

SPF Form ID: ME101
                                                                                                                           

Form version: 2024.01.0

Effective 1 January 2024, the following changes have been made to Form W-4ME (SPF Form ID ME101):

• The version date was changed from December 2022 to December 2023 on the bottom right of page 3.
• Minor editorial changes have been made to the wording on each of the three pages.

Reference: Form W-4ME

Form WHEX updated

Form Title: Personal Withholding Allowance Variance Certificate

SPF Form ID: ME102                                                                                              
                                   

Form version: 2024.01.0

Effective 1 January 2024, the following changes have been made to Form WHEX (SPF Form ID ME102):

• The phone number was removed from the bottom of the form.
• The revision date on the bottom right corner has been updated from December 2021 to December 2023. 

Reference: Form WHEX

Michigan

Form PW-4 updated

Form Title: Employee's Withholding Certificate for the City of Portland Income Tax

SPF Form ID: MI120

Form version: 2024.01.0

Effective 1 January 2024, the following changes have been made to Form PW-4 (SPF Form ID MI120):

• The 2nd and 3rd duplicate copies have been removed, leaving only one copy at the top.
• The City and State have been combined into one box.
• The disclaimer messages for the "EMPLOYEE" and "EMPLOYER" have been moved to the bottom of the form.

Reference: Form PW-4

Pennsylvania

Pittsburgh LST exemption form updated

Form Title: City of Pittsburgh 2024 Local Services Tax - Exemption Certificate

SPF Form ID: PA113

Form version: 2024.02.0

Effective 1 January 2024, the following changes have been made to the Pittsburgh Local Services Tax Exemption Certificate (SPF Form ID PA113):

• The year at the top of the form has been updated from 2022 to 2024. 
• All remaining information remains unchanged.

Reference: City of Pittsburgh LST Exemption Form

Functionality Corrections and Updates

Miscellaneous

Number format exception error corrected on multiple forms

Previously, a comma manually entered into certain dollar fields could cause an error for the forms listed below. This has been corrected and commas will now be accepted without errors.

• CO101 (when federal values have commas)
• ID101
• IL101
• IN101
• MI120
• MS101
• ND104 (when federal values have commas)
• NM101 (when federal values have commas)
• OH101
• SC101
• UT101 (when federal values have commas)

Delaware

Duplicate notes in DE-W4 nonresident worksheet corrected.

Previously, when completing the nonresident worksheet, users could see duplicate notes.

This has been corrected so that notes are not repeated.

Iowa

Allowance inputs and validation updated

Previously, employees could enter any dollar amount in Line 1 (personal allowances) and Line 2 (allowances for dependents) of Form IA W-4 (SPF Form ID IA101). 

The instructions indicate that Line 1 should only accept the following values: $40, $60, $80, $100, $120, or $160. The Line 2 instructions indicate that only values in increments of $40 should be accepted.

This has been corrected so that each line has a dropdown from which the user can select the applicable amount. 

Minnesota

Form MWR date validation corrected

On the Minnesota Reciprocity Exemption/Affidavit of Residency Form MWR (SPF Form ID MN102), question #3 requires the date that the user started living at their permanent residence and the date they ended living at their permanent residence.

These dates must be in a specific format. Previously, when if a user entered either date in an incorrect format, and then re-entered them in the correct format, they were not able to click "Next" and continue with the form. 

This has been corrected so that if the user corrects the date format after entering it incorrectly, they can proceed to the next question on the form.

Montana

Added a new question for reduced/additional withholding 

Effective 01/01/2024, the MT W-4 (SPF Form ID MT101) has a field to request reduced withholding and a field to request additional withholding. Previously, employees could complete both of these fields. 

An additional question has been added to the wizard that provides three choices to the user, eliminating the possibility of completing both fields.

Puerto Rico

Updated additional withholding question verbiage

Previously, the additional withholding survey question on Form 499 R-4.1 (SPF Form ID PR101) and Form 499 R-4 (SPF Form ID PR101SP) indicated that a whole dollar amount should be entered, while still allowing a decimal value. 

It has been determined that decimal values are acceptable on this form, so the wording "(Enter whole dollar amount)" has been removed. 

Utah

Corrected exemptFromStateWithholding when state is exempt but federal is not

Previously, when a user indicated they are not exempt from federal income tax on the federal Form W-4, then indicated they are exempt from Utah state income tax as a military spouse on the Utah Form W-4, the exemptFromStateWithholding tax parameter returned a value of false.

This has been corrected so that exemptFromStateWithholding will return a value of true in this scenario. 

Wisconsin

Decimal value issue on WT-4A worksheet corrected

When completing form WT-4A (SPF Form ID WI102), the user can enter decimal values, and the calculations work based on those decimal values. Previously, those values were rounded to whole dollar amounts on the worksheet, which didn't match the user's entered values and totals on the form itself. 

This has been corrected and the decimal values are now reflected on the worksheet.