Form 1099-B is one of the most important tax documents for investors, yet it’s also one of the least understood. If you sold stocks, mutual funds, ETFs, bonds, options, or other securities during the year, your broker is required to report those transactions to the IRS using Form 1099-B. A copy is also sent to you, and the information […]
Article from January 2026
Optima Newsletter-January
2026 Tax Changes: What You Need to Know The 2026 tax year brings a mix of inflation-based adjustments and structural reforms that will affect how much many Americans owe or save when they file their returns in 2027. Driven largely by routine IRS indexing and major provisions from the One Big Beautiful Bill Act (OBBBA), […]