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

How can I adjust my current return for past capital losses when I did not use turbo tax for earlier years

Identity Verification

After waiting 4 weeks for Fed refund, I got a notice that I need to Verify my Identity. I wondered why I was flagged to provide Identity, so i looked up possible reasons for getting picked. I read that in order to avoid this verification, you should ... read more

Amended Return Accepted Through Turbo Tax but Got IRS Letter Form Wasn't Included

I realized my son had a 1098T form with the amount we paid AFTER I filed my 2024 taxes. My regular return was already accepted and refund issues. I submitted the amended form with the 1098T using my Turbo Tax Online account (which is how I do the tax... read more