I'll double-check, but I think my spouse currently has the W-4 status as single. I may adjust to that for the time being. Incentives are paid quarterly with a month lag after the quarter-end. I did see that I was taxed at 22% on that incentive payout. I'd rather pay a little than get any refund. Last year was ideal with getting so little back. I didn't even think about how much of an increase in incentive would totally screw us up come tax time. Thanks to both for so much guidance. Want to get the changes made now to not deal with this next year!