Tax Blog - Page 5

How to Estimate Your Tax Refund from Your Last Pay Stub
Filing

How to Estimate Your Tax Refund from Your Last Pay Stub

Use YTD gross pay and withholding from your pay stub to estimate your refund.

7 min read
EITC and CTC Refund Timing: The PATH Act Hold
Filing

EITC and CTC Refund Timing: The PATH Act Hold

The PATH Act requires the IRS to hold EITC/CTC refunds until mid-February.

7 min read
How Do People Get $10,000 Tax Refunds?
Filing

How Do People Get $10,000 Tax Refunds?

Multiple children (CTC), EITC, overwithholding, and OBBBA deductions.

7 min read
How to Check Your IRS Refund Status
Filing

How to Check Your IRS Refund Status

Step-by-step guide to the Where's My Refund tool at IRS.gov/refunds.

7 min read
Does Everyone Get a $3,000 Tax Refund?
Filing

Does Everyone Get a $3,000 Tax Refund?

No. Your refund depends on withholding vs liability. Some people owe money.

7 min read
What Is the Average Tax Refund in 2026?
Filing

What Is the Average Tax Refund in 2026?

What drives refund size and how OBBBA deductions may change the average.

7 min read
Why Is My Refund Different from What I Expected?
Filing

Why Is My Refund Different from What I Expected?

Math errors, missing 1099s, CTC changes, offsets, and IRS adjustments.

7 min read
Tax Refund Direct Deposit: How Long Does It Take?
Filing

Tax Refund Direct Deposit: How Long Does It Take?

E-file + direct deposit is the fastest: 21 days per IRS guidance.

7 min read
Tax Refund for Head of Household Filers in 2026
Filing

Tax Refund for Head of Household Filers in 2026

HoH gets wider brackets and a higher standard deduction vs single filers.

7 min read
How to Calculate MAGI for the SALT Phase-Down
Tax Basics

How to Calculate MAGI for the SALT Phase-Down

The SALT phase-down starts at $505,000 MAGI. Step-by-step calculation.

7 min read
SALT Deduction for MFS: The Halving Rules
Tax Basics

SALT Deduction for MFS: The Halving Rules

MFS gets half the cap ($20,200), half the threshold ($252,500), and half the floor.

7 min read
What Counts as SALT? Property Tax, Income Tax, and Sales Tax
Tax Basics

What Counts as SALT? Property Tax, Income Tax, and Sales Tax

SALT = state/local income tax OR sales tax + property tax. The $40,400 cap covers the total.

7 min read
Can Renters Claim the SALT Deduction?
Tax Basics

Can Renters Claim the SALT Deduction?

Renters can claim income/sales tax SALT but not property tax.

7 min read
SALT Deduction for Single Filers in 2026
Tax Basics

SALT Deduction for Single Filers in 2026

Single filers get the same $40,400 cap and $505,000 threshold as MFJ.

7 min read
Who Gets the $40,000 SALT Deduction?
Tax Basics

Who Gets the $40,000 SALT Deduction?

Itemize, pay enough SALT, and have MAGI below $505,000 for the full cap.

7 min read
Why Is My SALT Deduction Limited to $10,000?
Tax Basics

Why Is My SALT Deduction Limited to $10,000?

TCJA set the $10K cap in 2017. OBBBA raised it but the $10K floor remains for high earners.

7 min read
SALT Deduction Explained Simply for 2026
Tax Basics

SALT Deduction Explained Simply for 2026

State And Local Taxes: what counts, the cap, and when itemizing makes sense.

7 min read
Overtime Deduction with Union CBA Rates in 2026
OBBBA 2026

Overtime Deduction with Union CBA Rates in 2026

How collective bargaining agreement overtime rates affect the premium calculation and deduction amount.

7 min read
Overtime Deduction for Police Officers and Firefighters in 2026
OBBBA 2026

Overtime Deduction for Police Officers and Firefighters in 2026

How the FLSA 7(k) work period affects overtime deduction calculations for public safety workers.

7 min read
FLSA-Exempt Workers Cannot Claim the Overtime Deduction
OBBBA 2026

FLSA-Exempt Workers Cannot Claim the Overtime Deduction

Truck drivers, railroad workers, and salaried-exempt employees are excluded from the overtime deduction.

7 min read
Tips Deduction for Delivery Drivers: DoorDash, Uber Eats, and Pizza in 2026
OBBBA 2026

Tips Deduction for Delivery Drivers: DoorDash, Uber Eats, and Pizza in 2026

W-2 pizza drivers qualify; 1099 DoorDash and Uber Eats drivers do not. The employment classification divide.

7 min read
Overtime Deduction for Construction and Trades Workers in 2026
OBBBA 2026

Overtime Deduction for Construction and Trades Workers in 2026

Construction and trades workers are classic FLSA non-exempt employees with strong deduction claims.

7 min read
Tips Deduction for Hairstylists and Salon Workers in 2026
OBBBA 2026

Tips Deduction for Hairstylists and Salon Workers in 2026

Salon stylists on W-2 qualify, but booth renters on 1099 do not. The critical employment-status distinction.

7 min read
Do Nurses Qualify for the Tips Deduction in 2026?
OBBBA 2026

Do Nurses Qualify for the Tips Deduction in 2026?

Nursing is not traditionally a customarily tipped occupation. Why most nurses likely do not qualify.

7 min read