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

Does TurboTax allow me file a second amended return after a first amended return?

I went through the amended return process a second time after my first amendment had been eFiled and processed. At the end of the process TurboTax said that my amendment (without specifying which one) had already been eFiled and processed and wouldn'... read more

can I get copy of 2024 turbo tax filed documents state and federal

California taxes need copies of turbo tax filed docs please

2025 1040X not Visible when Printing Amended File, Why?

I am using Windows Desktop Version of Home and Business. I have been using Turbo Tax since 2004. I did click on Amend a Filed Return (Refile a Return That Has Been Accepted by the IRS).The process was simple. The printed product makes it confusing be... read more

My federal and MA refund got accepted but IRS is still looking at it even when I signed up for 5 days earlier. What is happening?

I put my W2 incomes then deducted one for Difficulty of Care, it keeps showing it as an error and two, it took away the Earned Income Credit. How do I fix?

if i electronically filed 8 weeks ago and the irs status says received and has all 8 weeks what is going on?

How do I print Hawaii N-15 schedule J? It wasn’t provided with my return for 2025.

Daughter Got Identity Verification Letter?

This is the first time we couldn't claim our daughter as a dependent since she turned 25 last year. She is still in school and made $9000 and filed her tax return using my TurboTax program. Her ID and her two W2's have our home address. She has been ... read more