Thank you @Vanessa A for detailed response, we appreciate you! My earnings last year was 99k and my spouse makes 112k. The other 11k was from investment income (capital gain/dividend income) . We will play with the W4 estimator tool to find out about extra withholdings to apply. Last filing in 2022, we realized by filing MFS we received a tax refund of a few thousand when we compared to MFJ. I belive the difference was a raise in pay and investment income being higher. Do you think it may be best to itemize our deductions? We do not have children, but I did attend graduate school for any tax credits that maybe advantageous for us. Thank you for your help and guidance!
