| Form Name | Summary | Format | Download |
|---|---|---|---|
| W4 | Employee's Withholding Allowance Certificate | Download - w4 | |
| I9 | Employee's Withholding Allowance Certificate | Download - i9 |
Financial Calculators
How much tax will you pay this year? Will you get a refund? Enter your filing status, income, deductions and credits we will estimate your total taxes for the year.
The 1040EZ is a simplified form used by the IRS for income taxpayers that do not require the complexity of the full 1040 tax form. Simply select your tax filing status and enter a few other details to estimate your total taxes for the year.
Use this calculator to help you determine the impact of changing your payroll deductions. You can enter your current payroll information and deductions, and then compare them to your proposed deductions. Try changing your withholdings, filing status or retirement savings and let the payroll deduction calculator show you the impact on your take home pay.
RMD Calculator
What's your Required Minimum Distribution?
Run the numbers with the Charles Schwab RMD calculator.
Traditional IRA RMD calculator. See your future RMDs and plan ahead.
Helpful Links
Finding what you're looking for on the internet can be quite a daunting task. We've made it a little easier by selecting a few of our favorite sites.
- New Employee Links: W4 | I9
- Financial Links: Microsoft Money Central | CBS Money Market Watch | TravelEx
- Government Links: IRS | SSA | US SBA | USA GOV | SC DOR | NC DOR
- Education Links: Saving For College | National Council For Higher Education
- Consumer Advice Links: Consumer World | ABC's Of Real Estate | Car Buying Guide