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

how do you save a turbotax return using online version

turbotax 2025 bugs - 1099R forms? also how to save a return before completing , how to save to your local drive , how to save to a PDF

I need to file an amended return and then file an original for two different states. How?

I filed with my banking app which ended up being more complex and i mistakenly filled out the wrong number on the wrong line. Also they had me file my federal return first then do my state return which didnt work because I need a special NR form that... read more

I want to cancel this account

If I filed the wrong W2 and I need to amend my taxes to add the correct W2 do I need to wait? The option to amend them myself will not allow me too…

How long do I have to amend my taxes? This is the first time I accidentally filed incorrectly

If I previously tried $0, but I corrected it to $21,900. Can you confirm that $21,900 is the AGI currently saved on my return and that $0 is no longer stored anywhere

The second time rejected because of 0 for AGI I fixed with what is the AGI 21900 but it got rejected again but it’s saying it’s rejected 0 all ready not the 21900 that I changed it too

I have paid for my fess with a credit card in advance however a m unable to complete my return without accepting the early refund processing option that I do not want.

how can I make a change on my online tax form if I downloaded it. I have not filed it and found an error

I have used desktop turbo tax before and now tried online version. after downloading I found an error I need to correct but can not get back to form. How can I change information on the online form and download to print