Filing

Married Filing Jointly vs Separately: How to Decide in 2026

MFJ wins for most couples. MFS wins for student loans, medical expenses, and liability.

OBBBA and Married Filing Separately: The Complete Exclusion Guide

MFS loses tips ($25K), overtime ($12.5K), and senior ($6K) deductions entirely. No exceptions.

Married Filing Separately and Student Loans: IDR and PSLF Impact

MFS lowers IDR payments but costs you OBBBA deductions, EITC, and wider brackets.

Can You Get the EITC Filing Separately? The MFS Rules

Since 2021, MFS can claim EITC if you lived apart 6+ months and have a qualifying child.

The Marriage Tax Penalty in 2026: Does It Still Exist?

Mostly eliminated by TCJA/OBBBA, but the 37% bracket still creates a penalty for high earners.

Married Filing Separately in Community Property States

The 9 community property states require 50/50 income splitting on MFS returns.

W-2 Box 12 Codes Explained for 2027 Filing

Every Box 12 code on your W-2, including the new TP and TT codes for OBBBA deductions.

When Do W-2s Come Out? 2027 Filing Deadlines

Employer deadlines, when to expect your W-2, and what to do if January 31 passes without one.

W-2 vs Last Pay Stub: Why the Numbers Differ

Pre-tax deductions, year-end adjustments, and other reasons your W-2 totals do not match your final pay stub.

How to Fix W-2 Errors: The W-2C Process

What to do when Box 1, Box 12, or withholding amounts on your W-2 are wrong, and how the W-2C correction works.

When Will I Get My Tax Refund? 2027 Filing Season

E-file + direct deposit = 21 days. PATH Act holds for EITC/CTC filers.

Tax Refund with Dependents: How Kids Boost Your Refund

CTC, EITC, and Head of Household status: how dependents increase your refund.

How OBBBA Deductions Affect Your Tax Refund

Tips and overtime deductions reduce taxable income, increasing your refund.

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.

EITC and CTC Refund Timing: The PATH Act Hold

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

How Do People Get $10,000 Tax Refunds?

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

How to Check Your IRS Refund Status

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

Does Everyone Get a $3,000 Tax Refund?

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

What Is the Average Tax Refund in 2026?

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

Why Is My Refund Different from What I Expected?

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

Tax Refund Direct Deposit: How Long Does It Take?

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

Tax Refund for Head of Household Filers in 2026

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

W-2 Transition Year: How IRS Notice 2025-69 Affects Your 2025 Filing

For TY 2025, W-2 Codes TP and TT were optional. How to claim OBBBA deductions without them.