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

Can anyone explain why my NYS refund is taking so long? Nobody has given me a clear answer yet and I would like to know where my money is. Accepted on 2/2

NYS website just says accepted and it’s said this since February 2nd. I already got my federal.

When do my tax return come in

Ain’t got my tax return yet

How do i amend my 2024 return?

I dont see an amend option accept to be able to do on mac or windows

Reinstalled 2025 but state tax didn't reinstall and asking for $45 to reinstall

I had to reinstall the program because it wasn't loading so when i reinstalled it the state tax forms didn't reinstall so I ran the TTCleanStatesTool-2025. Then I removed and reinstalled the program again and still I couldn't get Oregons tax forms to... read more

I need to amend my taxes from 2024 they're not right and the IRS told me to contact y'all to get it fixed

Does this mean I'm getting audited?

How to get my money back for turbotax

I have been using turbo tax EVERY YEAR for over 20 years and was always mostly happy with the product. I would even tell friends to use it because I was so happy with the product. I purchased it this year not realizing that it requires Windows 11. My... read more

Turbotax is itemizing but does not show a Schedule A

Turbotax is clearly itemizing since my state tax + property tax + charitable deductions significantly exceeds the MFJ standard deduction (and the SALT deduction is not reduced by the income ceiling) but it does not show a Schedule A. Why is this and ... read more