Hello! You indicated there was a slight increase in pay - you never know that could have pushed you into the next tax bracket. In any event, here's what I would do: Have the Wife submit a current W-4 form indicating Married Filing Joint and claiming no dependents. Complete Step 2 carefully. Have Husband update his W-4 to ensure Step 2 is completed properly as well. He can also not claim any dependents in Step 3. Once the changes are processed, take a look at your paystubs and add up the amount withheld for Federal tax and see if you are on par with last year. If not and it is still too low, one of you update the W-4 again and add in an additional amount to be withheld from each check in Step 4, line (c) (keep all other parts of the form the same). Take the amount you see will be short for this year and divide it by the number of pay periods left. The answer is the additional amount to be withheld. You can then update the W-4 again at the start of 2025 since it will be the beginning of the year (as opposed to now when there are only half the pay periods left) and correct the additional amount. With all of that you should end up good to go! (You mentioned you've already used our W-4 calculator and the IRS site too, so I am not going to give you links to those pages.) Hope this helps!
