Taxpayers on average are getting about $350 more in their refunds in 2026 than they did last year. The most recent data from the IRS reports this year's average tax refund is $3,521, 11% greater than the average refund check in 2025. But experts say some could see a smaller refund or even owe tax next year if they failed to take an important step now.You typically get a refund when you overpay taxes throughout the year. And if you're a W2 employee, that largely depends on how much tax your employer withhold ...

Core Insights - David Mountcastle, EVP & CFO of Privia Health Group, sold 13,018 shares for approximately $283,000, primarily to cover tax obligations related to the vesting of performance stock units [1][7]. Transaction Summary - The direct sale involved 13,018 shares with a total transaction value of $283,000 [2]. - Post-transaction, Mountcastle holds 226,804 direct shares and 8,695 indirect shares, with a direct ownership stake of 0.18% of the company's outstanding shares [5][2]. Company Overview - Privia Health Group has a market capitalization of $2.61 billion and reported a revenue of $2.12 billion with a net income of $22.92 million for the trailing twelve months [4]. - The company's stock price has decreased by 10.15% over the past year as of March 21, 2026 [4]. Financial Performance - In Q4 FY 2025, Privia exceeded earnings expectations, reporting earnings of 7 cents per share, surpassing the 4-cent estimate and marking the highest year-over-year growth since Q3 2023 [8]. Growth Strategy - Privia is optimistic about its growth in value-based operations following the acquisition of an Accountable Care Organization (ACO) in late September 2025, which added approximately 1.5 million customers with various medical plans [9].

Core Insights - The article discusses the choice between receiving a larger tax refund or having increased monthly take-home pay through adjusted withholding amounts [2][3] Group 1: Tax Refund vs. Monthly Paycheck - Almost two-thirds of taxpayers received an average refund of approximately $3,167 last year, highlighting the common preference for tax refunds [3] - Adjusting withholding can significantly impact tax liabilities for the upcoming filing season, making it crucial for taxpayers to consider their options early in the tax year [3] Group 2: Benefits of Withholding Less - Withholding less allows for increased cash flow, which can be utilized for daily expenses or savings, preventing the government from holding taxpayer money interest-free [4] - This approach can provide taxpayers with an additional $250 each month, enhancing their financial flexibility [4] Group 3: Risks of Underwithholding - There are risks associated with underwithholding, including potential underpayment penalties from the IRS, which can range from 0.5% to 25% of owed taxes [5] - Taxpayers may still owe taxes even if they avoid underpayment penalties, as late-payment penalties and interest can accrue if tax bills are not paid on time [6] Group 4: Recommendations for Taxpayers - Financial professionals recommend checking withholding amounts quarterly to avoid surprises during tax season, emphasizing the importance of managing payroll and withholdings effectively [6][7] - The decision on withholding should align with individual financial goals and risk tolerance, balancing the desire for larger refunds against the need for immediate cash flow [7]

Core Insights - Many individuals may be missing out on potential monthly income by not adjusting their tax withholding, with the IRS offering new deductions that could increase take-home pay by $200 or more each month [1][2] - The average tax refund in 2025 was $3,116, equating to approximately $260 per month that could have been utilized throughout the year [2] - Adjusting the W-4 form can lead to an increase in monthly take-home pay by $150 to $300, depending on income and tax bracket [3] Tax Withholding Adjustments - Individuals who received large tax refunds effectively provided the government with an interest-free loan, highlighting the importance of updating withholding [2] - The IRS Tax Withholding Estimator is a free tool that helps calculate the correct withholding amount, allowing individuals to submit a new W-4 form to their employer [2] New Deductions - The One Big Beautiful Bill Act introduced temporary deductions valid until 2028, which can be accounted for directly on the W-4 form [4] - The Qualified Tip Income Deduction allows workers in tipping occupations to deduct up to $25,000 from their taxable income, with specific income thresholds for phase-out [5] - For individuals in the 22% tax bracket earning $20,000 in tips, this deduction can save $4,400 in federal taxes, translating to about $367 in additional monthly take-home pay [6] Overtime Pay Deductions - The Qualified Overtime Pay Deduction permits workers earning overtime to deduct the premium portion of their overtime pay, specifically for those earning time-and-a-half [7]