After Filing: Track, Payment, Penalties

After you file

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

Handling of Roth Basis distributions across multiple Roth accounts in the same year.

Hello. I have multiple Roth IRA accounts. I do this for ease of tracking the 5 year rule on taxable growth in Roth accounts. Let's call them Roth-2022, Roth-2023, and Roth-2024. All opened after I reached 60 years old and each created from a $50k con... read more

How long should it take to receive my state refund from Michigan?

E-Filing Disappears from IRS Website after saying Accepted

(2024) I EFiled 2 S-Corp and one of them on the E-Signature page I cannot find how to replace the ESign with the correct form (I didn;t print a PDF and Esign then attach, and in Tubotax for Business I cannot delete or find in forms) - anyways, I thin... read more

importing last year's tax return

I'm using turbotax 25When I try to import, I get the following message: This import was unsuccessful.We recommend you check your internet connection and try again. If we still can't get your info, don't worry. We'll help you enter it manually so you ... read more

Should I amend my 2024 tax return if I forgot to include my 1098e student loan interest paid?

Every year I include my student loan interest paid on my 1098-E form. This year I forgot to add that to my return. Would I get a bit more of a refund if I include my 1098-E loan interest paid?

I can’t download my tax return

Everytime I hit download it freezes

How do I get back into my return? I said I would mail the return, but I have NOT mailed it yet. I need to go back into the system to make further changes before I file.

TT kept telling me to mark an answer blank re 1099 filing, which I had done and also tried to make clear on the form, but TT system kept saying it was wrong so I could no efile. I said I would mail it and did not expect that TT would automatically cl... read more