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

I honestly have no idea why I have to file a Federal taxes because I haven't worked for over twenty years now been on S.S.I.

By using this do I have to pay? If I do than I will refuse any help.

I cannot figure out how to print my 2022 return

Why are my state taxes being delayed

My nys state taxes are still being processed almost a month later

If i got a refund advance and had to id verify., what is the account number because its not matching the one on ny paperwork?

I followed directions for form 1040 when i verified but i did not work

How come I didn’t receive my full refund ?

My refund still isn’t approved

It’s been 10 days my refund still isn’t approved

Forgot to file 8606s. Forgot to enter 401k distributions. How do I proceed?

1. For tax year 1999, I forgot to file a 8606 for a $2,000 after-tax contribution (no distribution was taken). 2. For tax year 2003, I forgot to enter a 401k total distribution which was comprised of 2 different distributions. One distribution was th... read more