by OverviewFX | Jan 4, 2024 | taxes
Like many of the decisions made in a marriage, the choices couples make are related to their specific situation. The same goes for the filing status you choose when you get married. After marriage, your filing status will shift from either single or head of household...
by OverviewFX | Jan 4, 2024 | taxes
It’s that time of the year again – tax time! There is no denying that feeling when you see the size of your tax refund (which was over $3,000 on average last year). To help you get ready for the tax season, we have some good news — TurboTax is officially open and...
by OverviewFX | Jan 4, 2024 | taxes
Tax season is here and every season we see questions about how to enter a Schedule K-1 in TurboTax, as well as what happens if you don’t receive your Schedule K-1 until after the tax deadline. If you have questions about what a Schedule K-1 is, please check out our...
by OverviewFX | Jan 4, 2024 | taxes
Millions of people have diversified the way they earn income and joined the gig economy. This could be a side gig to help them meet financial goals, running their own small business, a second job, or even multiple side gigs. Like any income, you must report income...
by OverviewFX | Jan 3, 2024 | taxes
Navigating tax obligations while facing unforeseen challenges posed by a natural disaster can make for especially difficult times. If you were a victim of a natural disaster in an area designated as a federal disaster by the Federal Emergency Management Agency (FEMA)...
by OverviewFX | Jan 2, 2024 | taxes
If you’re planning for your future retirement, chances are you’ve looked into a retirement account to provide for your golden years. While there are many different options to choose from, a common choice that is often provided by employers is a Roth IRA account. ...
