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

IRS is showing my tax return from 2024 - not received, while it was submitted in October and State already completed tax return. How can I confirm that my files are there

When should I expect my files to be reviewed and processed?

This morning my tax transcripts say refund sent . Opted for 5 days early I use chime. My middle bar on tt has said accepted why does it say pending now I should have $

Why has my tt bar changed from accepted to pending now but tax transcripts say refund sent

How do I change my direct deposit for my federal refund?

It says my refund has landed but I have not received anything

got code 846 with date for refund does that mean turbo tax will send 5 days prior to that date?

Verifying Identity w/ The IRS?

I heard of a situation where someone didn't realize they had to actually call the IRS to verify their identity before they could receive their refund? I've never had to do this before, but I just wanted to be sure this wasn't a new thing or something... read more

Why does the "where's my refund" say there is no information on my refund? It has said this for a week

At first, it said accepted but now it says no information avaliable

Unable to Figure out why my amended 2024 Federal Return was rejected nor how to fix it

After my 2024 Federal and VA State returns submitted via Turbo Tax online were accepted, I discovered a mistake I needed to make which only impacted my state return. When I logged into my TT online account, I did not see a way to only submit an amend... read more