1. Completing a W-4 Lesson Plan by Jamie Allen

2. Summary of the lesson Introduce students to W-4’s –Why do I need to complete a W-4? –Purpose of W-4 and its’ tax implications Demonstrate how to complete a W-4 –Show W-4 samples & effects of claim –Students complete sections on W-4 at the Smartboard and answer interactive questions –Independently explore a simulation and review a completed W-4 online Assign: complete a W-4 form worksheet

3. Integrating Technology Smartboard Software –Complete a section of the W-4 on the board –Answer questions in an interactive game on the board MS Excel— show effects on paycheck depending on what is claimed 0,1,2, etc. Internet –Simulations www.irs.govwww.irs.gov –Worksheet www.moneyinstructor.comwww.moneyinstructor.com –Tips on W-4’s www.practicalmoneyskills.comwww.practicalmoneyskills.com