After Filing: Track, Payment, Penalties

After you file

What Tax Records Do I Need to Keep & for How Long?

It’s very important to keep your own copies of tax returns, receipts, and other financial records. The general rule is (3) years from your tax filing date, but the time varies for different types of documents. For example, if you have a business or i... read more

Maximize Your Take-Home Pay: Your Video Guide to Updating Your Form W-4 Tax Withholding

Taxpayers who receive a W-2 paycheck use IRS Form W-4 (Employee’s Withholding Certificate) to control how much federal income tax is withheld from their pay throughout the year. Why Accurate Withholding Matters for Your Finances The goal of updating ... read more

How Do I Amend My Taxes? Form 1040X & State Amendments

The two most common reasons to amend your tax return are that you realized you made a mistake or you received a new tax form after you filed. Other common reasons are using the wrong filing status or claiming/not claiming a dependent. Whatever your r... read more

Tax Penalties: How to Prevent or Abate Them!

You think you’re doing great - taxes withheld from every paycheck or quarterly estimates have been paid timely - and suddenly you see a tax penalty. It can happen to even the most conscientious of people. Life happens and some of those life “happenin... read more

All About Tax Audits!

Getting a “love letter” from the IRS can send shivers up your spine. But it’s rarely as bad as we think it is and nothing to fear (unless you’re a criminal, which you aren’t). Most of the time, those IRS letters and notices are only requesting a litt... read more

Stay on Track: W-4s, Quarterly Estimates, & more!

Want a bigger tax refund? With proper planning, tax withholding, or estimated tax payments you have greater control over the amount of tax refund you'll receive, or how much you will owe at tax time. Of course your income, deductions and tax credits ... read more

All About Your Refund: Tracking, Tips, & More!

Did you receive your refund yet? If not, you’re not alone. According to the IRS, your federal refund generally takes around 21 days to get to your bank account. But that’s only if all is good on your tax return -and there are no questions from our fr... read more

I received letter from CA FTB regarding unclaimed nonwage withholding credits for tax year 2021. How do I go about filing amended tax return for CA?

Amended Tax Return (1040-X) - Waiting for refund after 16 weeks

It's already been 16 weeks since the IRS received my amended return. I have not received a refund yet. The status has not changed (still showing as "Received"). What should I do? Thanks.According to this page, it typically takes 8-12 weeks but can ta... read more

I used TurboTax to prepare my 2023 tax and I believe I paid for tax help at the time. I submitted a paper version in July I was just sent back by the IRS. I need help

How can I verify that I paid for tax help?

Does anyone know why? I file my taxes in 2023, I need to amend the taxes to include my kids, who got their SS#. Paid for deluxe, yet the system doesn't allow me to amend.

I was able to amend 2024, but not 2023. Any ideas? Is it a technical issue with Turbotax?

How do I apply for tax advance for holiday season

I want t o know if I apply to turbo tax for a small loan against my taxes would I get money now. Today.

Im so confused, one article says yes then right under it says not till irs accepts taxes and not till January late January. I cannot get a straight simple answer