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Tax ReturnsPublished on Jan 1, 2026
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 […]
Optima NewsletterPublished on Dec 31, 2025
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 […]
Tax PlanningPublished on Dec 30, 2025
If you are married abroad and ask yourself, “Can I file joint taxes?”, you are not alone. Cross-border marriages are increasingly common, yet the U.S. tax rules that apply to them remain complex and widely misunderstood. Many taxpayers assume that living in different countries automatically limits their filing options or eliminates U.S. […]
Tax PlanningPublished on Dec 30, 2025
Flexible Spending Accounts (FSAs) remain one of the most practical tax benefits available to employees. While Health Savings Accounts (HSAs) tend to receive more attention due to their investment potential and long-term advantages, FSAs continue to play a critical role in helping millions […]
Tax PlanningPublished on Dec 28, 2025
Understanding the tax differences between Health Savings Accounts (HSAs) and Flexible Spending Accounts (FSAs) is critical for anyone trying to reduce healthcare costs and lower their tax bill. While both accounts are designed to help pay medical expenses with pre-tax dollars, the rules governing […]
Tax PlanningPublished on Dec 27, 2025
Tax withholding is a concept that many individuals encounter throughout their lives, whether as employees, freelancers, or business owners. Withholding too little tax from your paychecks can result in a tax bill during tax time, while withholding too much tax can result […]
Ask Phil Video SeriesPublished on Dec 26, 2025
Today, Optima Tax Relief’s Chief Tax Officer and Lead Tax Attorney, Phil, answers a Reddit question about CSEDs: “If my CSED is 11/15/25, does it expire at the beginning or end of the month?” To get there, he breaks down what a Collection Statute Expiration […]
Tax PlanningPublished on Dec 22, 2025
For freelancers, self-employed individuals, and small business owners, managing finances is an integral part of their professional journey. One key aspect of financial responsibility is handling taxes. For those with income not subject to withholding, estimated quarterly taxes become a crucial obligation. […]
Tax and IRS NewsPublished on Dec 21, 2025
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 […]
Tax ReturnsPublished on Dec 20, 2025
Qualifying Surviving Spouse Eligibility The qualifying spouse filing status, previously known as the qualifying widow(er) status, is a tax-filing option available to individuals who have lost their spouse. You can use qualifying spouse for the two tax years after your spouse’s death […]
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