How to File a Joint Return When One Spouse Lives Overseas

Manage Money

How to File a Joint Return When One Spouse Lives Overseas

Jan 7, 2026

Key Takeaways Whether you can file joint taxes when married abroad depends on U.S. tax residency status, not where either spouse lives; citizenship, green card status, and IRS residency tests...

21

What is Form 1099-B? | Optima Tax Relief

Manage Money

What is Form 1099-B? | Optima Tax Relief

Jan 6, 2026

Key Takeaways Form 1099-B reports proceeds from the sale or exchange of investment property, including stocks, mutual funds, ETFs, bonds, options, and certain barter transactions, and is sent to both you and the IRS. ...

25

2026 Tax Changes: What You Need to Know

Manage Money

2026 Tax Changes: What You Need to Know

Jan 2, 2026

Key Takeaways In 2026, federal income tax brackets are adjusted for inflation, meaning income thresholds rise while marginal rates remain the same, which can slightly lower effective tax rates for many taxpayers. ...

50