1. Localization Information Guide
  2. Derived Values for State Tax Card Components

Derived Values for State Tax Card Components

This table lists all State component values on the Tax Withholding Card that are derived from other values. You can't update them directly.

Note:

For numeric values, null is the same as 0. This table doesn't include 0 in its list of values.

When you're building the HCM Data Loader (HDL) spreadsheet, you must populate each derived field with a value of:

-999999999 (minus sign and nine 9s)

This informs the loader that the field is derived from other values, and it doesn't attempt to populate the field itself.

Derived Fields for the State Tax Card Component

For fields that determine exemption and require annual renewal:

  • If the record update is date effective in the new calendar year, the Start-of-Year process skips it.

  • Else, the process change the related exempt field from Yes to No.

See the Notes column regarding the impact of running the Start-of-Year Process.

State

Derived field

Determining fields

Allowed values

Notes

AR

Allowances

Personal Allowance or

0, 1

You can enter a value here only if you selected the Single filing status.

Allowances for self and spouse or

0, 2

You can enter a value here only if you selected the Married, filing jointly filing status.

Allowances of head of household and

0, 2

You can enter a value here only if you selected the Head of Household filing status.

Number of Complete Exemption Dependents

Any number

CA

Total Number of Allowances

Number of Regular Withholding Allowances and

Any number

Number of Allowances from Estimated Deductions

Any number

DC

Allowances

Withholding Allowances and

Any number

Additional Withholding Allowances

Any number

Nonresident

Domicile state other than the District of Columbia

Yes, No

GA

Letter used

Marital Status

Single

Derived letter = A

Married filing jointly, both spouses employed

Derived letter = B

Married filing jointly, one spouse employed

Derived letter = C

Married filing separately

Derived letter = D

Head of household

Derived letter = E

Total Allowances

Dependent Allowances and

Any number

Georgia Adjustmemts Allowance

Any number

Secondary Allowance

Dependent Allowances and

Any number

Passes Total Allowances to Vertex.

Georgia Additional Allowances

Any number

Total Allowances

Allowances and

0, 1, 2

Secondary Allowance

Derived

IA

Allowances

Personal Allowance and

1

Number of Complete Exemption Dependents and

Any number

Use Number of Complete Exemption Dependents to enter additional personal allowances.

Allowances for itemized deduction and

Any number

Allowance for adjustments to income and

Any number

Allowance for child and dependent care credit

3, 4, 5

IN

Allowances

Personal Allowance and

1

Allowances for self and spouse and

1

Number of Complete Exemption Dependents and

Any number

Self age above 65 and

Yes, No

Self blind and

Yes, No

Spouse age above 65 and

Yes, No

Spouse Blind

Yes, No

KY

Exempt from State Income Tax

Kentucky Income Tax Liability isn't expected this year or

Yes, No

Set to No if not claimed again in the new year.

Qualify for the Fort Campbell Exemption Certificate or

Yes, No

Not reset annually.

Exemption for Military Spouse

Yes, No

Not reset annually.

Nonresident

Work in Kentucky and Reside in a Reciprocal State

Yes, No

MA

Allowances

Personal Allowance and

1, 2

Allowances for self and spouse and

4, 5

Number of Complete Exemption Dependents

Any number

Secondary Allowance

Self blind and

Yes, No

Spouse Blind

Yes, No

MD

Exempt from State Income Tax

Exempt Last Year and

Yes, No

When both fields are Yes, they derive Yes for Exempt from State Income Tax.

Set both to No if not claiming again in the new year.

Exempt Current Year

Yes, No

Exempt Year

This is a hidden field, derived by the effective date. It appears on the state PDF tax form.

Don't add this field to HDL. It's not required.

ME

Exempt from State Income Tax

Federal form W-4 exemption or

Yes, No

Set to No if not claiming again in the new year.

Federal form W-4P exemption or

Yes, No

Set to No if not claiming again in the new year.

Exempt resident employee with no Maine tax liability in prior or current year or

Yes, No

Set to No if not claiming again in the new year.

Exempt from state tax due to retirement payments

Yes, No

Set to No if not claiming again in the new year.

Exempt tribal member residing and working on tribal land

Yes, No

Not reset annually.

MI

Exempt from State Income Tax

A Michigan income tax liability is not expected this year

Yes, No

Not reset annually.

Wages are Exempt from Withholding

Yes, No

Not reset annually.

Permanent home located in a Renaissance Zone

Yes, No

Not reset annually.

MO

Exempt from State Income Tax

Exempt Status

  • All income tax refunded last year, no tax liability

  • Meets the conditions according to the Service Member Civil Relief Act

  • Member of an active duty component of the US Armed Forces

If not claiming the first option again in the new year:

  1. Set Exempt Status to Select a Value.

  2. Set as not exempt from state income tax.

Neither of the other two options are reset annually.

MS

Exemption Amount

Single Exemption Amount and

6000

Spouse Not Employed Exemption Amount and

12000

Spouse Exemption Amount and

Multiples of 500 up to 12000

Head of Family Exemption Amount and

9500

Dependents Exemption Amount and

Multiples of 1500

Age and Blindness Exemption Amount

Multiples of 1500 up to 9000

MT

Allowances

Personal Allowance and

1

Only one job and

1

Allowances for self and spouse and

1

Number of Complete Exemption Dependents and

Any number

Allowances of head of household and

1

Allowances for itemized deduction

1

Exempt from State Income Tax

Enrolled member of a registered tribe or

Yes, No

Set to No if not claimed again in the new year.

Member of the Reserve or National Guard or

Yes, No

Set to No if not claimed again in the new year.

Resident of North Dakota or

Yes, No

Set to No if not claimed again in the new year.

Resident of another state living in Montana solely to be with spouse

Yes, No

Set to No if not claimed again in the new year.

OH

Allowances

Personal Allowance and

1

Allowances for self and spouse and

1

Number of Complete Exemption Dependents

Any number

Exempt from State Income Tax

Full-year resident of a qualifying bordering state

Yes, No

Not reset annually.

Resident military stationed outside Ohio on active duty

Yes, No

Not reset annually.

Nonresident service member in Ohio due to military orders

Yes, No

Not reset annually.

Nonresident spouse of service member in Ohio on orders

Yes, No

Not reset annually.

Exempt from Ohio withholding under RC 5747 06 A 1 through 6

Yes, No

Not reset annually.

OK

Allowances

Personal Allowance and

1

Number of Complete Exemption Dependents and

Any number

Additional Allowance and

Any number

Spouse Allowance

If you select Yes for Spouse working, then the allowance defaults to 0.

If you select No, then the allowance defaults to 1.

Allowances for self and spouse

Spouse working

Yes, No

Helps derive Spouse Allowance above.

OR

Exempt from State Income Tax

Exemption Code

  • Air carrier employee

  • American Indian

  • Amtrak Act worker

  • Casual laborer

  • Domestic service worker

  • Hydroelectric dam worker

  • Military

  • Minister

  • No tax liability

  • Nonresident alien

  • Real estate salesperson

  • Waterway worker

If not claiming again in the new year:

  1. Set Exemption Code to Select a Value.

  2. Set Exempt from State Income Tax to No.

PR

Optional Tax Computation

Filing Status

For Optional Tax Computation to be Yes, select one of these statuses.

  • Married Optional

  • Married Optional None

For No, select any other.

Optional Calculation Method

Filing Status

The filing status you select derives these calculation methods.

  • Individual Full

    Single or married, not living with spouse, claiming full exemption

  • Individual or Married None

    Single, married filing jointly or head of household, no personal exemption

  • Married Full

    Married and filing jointly, or head of household, claiming full exemption

  • Married Half

    Married and filing jointly, half exemption

  • Married Optional

    Married and filing jointly, half exemption, optional

  • Married Optional None

    Married and filing jointly, no exemption, optional

VA

Total Allowances

Allowances and

Any number

Secondary Allowance

1, 2, 3, 4

VT

Allowances

Personal Allowance and

1

Allowances for self and spouse and

1

Number of Complete Exemption Dependents and

Any number

Allowances of head of household

1

WI

Allowances

Personal Allowance and

1

Allowances for self and spouse and

1

Number of Complete Exemption Dependents

Any number

WV

Allowances

Personal Allowance or

1

You can enter a value for only one of these fields.

Allowances for self and spouse and

1, 2

Number of Complete Dependent Exemptions

Any number

Filing Status

Personal Allowance or

0, 1

A value here identifies the person as single.

Allowances for self and spouse or

0, 1, 2

A value here identifies the person as married.

Withheld at a Lower Rate

Yes, No

If you set Withheld at a Lower Rate to Yes, Personal Allowance and Allowances for self and spouse must be blank.

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